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Quotes - Title and Summary to flow through to Sales Invoices

Ability to make quote’s title and summary flow through to Sales Invoices.

Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Jacinta Hely commented  ·   ·  Report

    This would assist clients in knowing the relevant project information for an invoice. Easier to read invoices generally lead to easier and quicker payments. Less back and fourth. Formatting would look so much better as right now we are entering this as a line item and it looks less professional.

  • James Scharff commented  ·   ·  Report

    Is this available? We seem to lose all details from the quotation so Customers are asking for a reminder of the Title and Details.

  • Catherine White commented  ·   ·  Report

    This feature needs to be implemented while the new invoicing is being rolled out and updated. I have multiple clients who use quotes to provide to property managers for multiple properties. Using the Title and summary feature in quoting makes it easier for the property managers to know what property it is for. When converted to the invoice, all of the information needs to be converted into the reference field, which is too small, particularly when sending statements out - all of the details cannot be seen.

  • Kevin Holland commented  ·   ·  Report

    9 years later this simple and critical feature remains unactioned - its surely less than an afternoons work to just make this feature work!!!

  • Lisa Beech commented  ·   ·  Report

    We use the quotes system everyday and all the notes would be great if they were transferred to the invoice

  • Lisa Trezise commented  ·   ·  Report

    This is very important to the way we issue Quotes and Invoices. All the Version control is detailed in our summary and is all lost once the invoice has been created. I have to cut and paste from the Summary to the bottom of the invoice each time. I would love to see this function available with an option to transfer the Summary if possible.

    Thanks

  • Craig Farrell commented  ·   ·  Report

    100% need this rectifying ASAP
    My clients keep complaining that they don’t know what my invoices relate to

    I need the quote information on my invoice or I’m gonna have to start looking for a different software..

  • Kayla VanManen commented  ·   ·  Report

    Why offer it on the quote side and don't let it transfer to the invoice. We really need to be able to see it in both places

  • Leah Schroeder commented  ·   ·  Report

    My client likes having the title and summary on their quotes. I have suggested to them to ignore it and add the summary information into a line item on the quote so that when they convert it to an invoice the information transfers. It would be much more professional looking and more user friendly to have the title and summary transfer over to the invoice with everything else.

  • Susan Scells commented  ·   ·  Report

    Currently no point using Title and Summary - better to place as a line item in the descriptor at the Start on an invoice. - this would also solve another issue when you have - deliver address that do not match the company that is getting bill as this infomation could be placed in summary.

  • Scapin Contracting commented  ·   ·  Report

    Automatically including the Title and Summary on quotes on invoices is essential! Please Xero it can’t be that hard for you to fix this.

  • Cherly Ying Huan Chan commented  ·   ·  Report

    Strongly recommend Title and Summary from quotation will be automatically shifted to invoice when we 'create invoice' from the quotation.

  • Alan Snell commented  ·   ·  Report

    A very basic function, my clients need this as much as I do.

  • Scott Massey commented  ·   ·  Report

    A summary of the job quoted doesn’t then move over to an invoice. I’ve accidentally sent invoices to customers without a description of work carried out as I’ve converted quote to invoice and not noticed the description does move with it. I have to manually input description again which is a pain. Needs to be resolved!!!

  • Donna Stuart commented  ·   ·  Report

    This is a basic function on all other accounting programmes, please can we have this added as a priority?

  • David Lodge commented  ·   ·  Report

    Its madness that this hasn't been actioned as a priority. Please jump on this asap!

  • Daniel Burns commented  ·   ·  Report

    Can't believe there has still been no update to this. Seems to be pretty popular topic and feature for so many people but yet, no changes.
    Oh but wait, what's that email I got the other day from Xero? Oh yes another fee increase!! Don't miss out on those updates that's for sure. While I now use another 3rd party job flow software for my invoice needs that syncs back to Xero it is rather annoying to see other customers still being hindered by this problem.

  • Luisa Magao commented  ·   ·  Report

    This would save us so much time. - 9 years of waiting for simple and obvious fixes - Hmmmm. Also if projects could link to clients that would be amazing. Can't believe that wasn't part of the rollout in the first place. What a time savers these little things could be to those of us who are time poor to start with.

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