Xnotes for Xero Invoices

Description

This extension works together with Xero to provide useful notes for specific contacts when you are preparing their sales invoices.

The contact names and notes are stored in a Google Spreadsheet that can be updated anytime to provide real-time notes at the time of invoice creation.

**FOR INSTALLATION INSTRUCTIONS, CLICK "HOW TO SET UP" ON THE EXTENSION'S POPUP.

Potential use cases include:

*Save notes about special prices or discounts for each customer
*Inform invoicing staff of what is to be included in the next invoice
*Ask invoice preparer to check credit status of customer before invoicing
*Delivery costs that need to be added to a specific client
*Anything else that would be useful to know about the customer when invoicing.

Xnotes is a simple tool and we will continue to develop it over time to make it even more useful.

Do you need Xnotes to do more? Get in touch now and we can customise it for your exact business needs. Potential modifications include but not limited to:

*Displaying contact's notes on any screen in Xero
*Automatically add new contacts to the Spreadsheet via Xero API
*Update contact notes via the popup
*Add notes to suppliers for generating POs e.g. standard delivery note for each supplier.

Hopefully, this functionality will come as default to Xero in future. If it does, then you will have all the notes ready to carry over into Xero, so this is hopefully only a temporary workaround.