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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David Lodge commented
Its madness that this hasn't been actioned as a priority. Please jump on this asap!
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Daniel Burns commented
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
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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Gordon Lyon commented
One of my favorite ways to use the quote title and summary field is that I add them to the quote during creation and have my default quote email template set to:
Email Subject: Quote #[Quote Number] - [Title]
Email Body:
[Summary]The attached Quote #[Quote Number] is also available at: [Online Quote Link]
(My name)
(My contact details)That way my quote emails are fully populated from the get-go with the quote title and summary!
I'd love to treat invoices this way too if Xero will just implement title and summary there!
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Gordon Lyon commented
I saw that Xero added a new invoicing roadmap (https://central.xero.com/s/article/Xero-new-invoicing-releases) and am disappointed to see that invoice subject and title support isn't listed as a planned feature. Xero has already done the work for Quotes, so please add it to Invoices as well! I tried "Classic Invoicing" today and it doesn't seem to be supported there either, so I don't know why this requests suggests that we can just "manually input the same title and summary" to invoices. There's no field to paste them into!
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Gordon Lyon commented
We use Xero's title and summary in every single quote to give important details specific to that order but not to any single line item. But Xero doesn't provide anywhere to put important order-specific or summary information like this on invoices. And the alternatives are ugly kluges:
* Adding these details to a description only item-line confuses customers and looks unprofessional since it's not a line item.
* Adding this to the email subject/text means it is lost when customers just pass around the PDF or view the invoice web link. And it's not saved with the invoice, so it's also lost when we try to resend the invoice or view it later.Note that there is also an extremely popular Xero feature request for flowing Quote title and summary through to sales invoices. That's important too, but it's a second step. Invoice titles and summaries need to be supported in the first place before they can flow through. So I hope Xero will keep (and then implement!) both of these separate requests.
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Val Jagger commented
I usually have to go through the process of manually copy and paste. Unfortunately, today I forgot to do it and was reprimanded by our customer, saying if I didn't include this, they would be taking their business elsewhere!
Come on Xero! you have been asked since 2015 to do this, yet you have produced a new invoice layout without including this. -
Melissa Ashman commented
For me producing quotes and then having the same information on the invoice is essential. Having to re input the same information seems like double handling and defeats the purpose in doing a quote
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Laura Turfrey commented
This is where we input the delivery address as often different to the purchaser address (when dealing with designers and intermediaries). If we included the delivery address in 'contacts' it changes the delivery address for ALL quotations/invoices made out to that client, but the delivery address will be different each time....
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Gordon Lyon commented
I wish Xero (who created this feature request in 2015) would update the title and description. This won't just "save users' time rather than having them manually input the same title and summary". Titles and summaries aren't offered AT ALL in new invoicing. So there's no manual workaround. I tried creating a separate feature request for ADDING title and summary to invoices. That's the critical first step before they can add the flow-through-from-quotes feature, but Xero deleted it as a "duplicate" of this one.
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Gordon Lyon commented
Quotes include handy and prominent "Title" and "Summary" fields which we use on every single one to provide important individualized details to the customer that is not related to an individual line item. The details appear prominently at the top of the quote and I use the email template feature to put them in the email subject and body as well. But new invoicing has no similar functionality. I have to either shoehorn the info into one of the line items (where it doesn't belong) or in some cases I've even added accounting codes and such to the recipient's "address". I can put it in the email body, but sometimes I have to submit just a PDF. And the email text doesn't show in the online quote page either. It's also lost as soon as you hit "send" rather than being saved with the invoice.
Please add invoice title and summary fields, and make them flow through when converting quotes to invoices. Thanks!
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Gordon Lyon commented
Today I was again reminded about this glaring deficiency when a company asked me to send an invoice including some accounting codes for their A/P department on the invoice. This would be easy if invoices had a title and summary like quotes do. In fact it would be AUTOMATIC in that case since the quote I sent them already had this information in the summary. Instead I'll have to shoehorn the codes into one of the invoice line items or maybe as part of the company "address". Either way will look completely unprofessional. Also the title/text of this idea (which was submitted by Xero Team) makes it sound like invoice titles/summaries already exist and just require manual copying. Maybe the old invoicing system had them?
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Noel Da Costa commented
@Dana A
I think you're missing the point. It's not just about linking Quotes to Invoices via project. It's actually more about the fact that Invoices don't have a Title and Summary as part of their schema.If they did, then when you convert a quote to an invoice, the quote's Summary and Title could carry through to the invoice, just as the line items do.
As a developer, I can tell you, It's really not a big change to add Title and Summary fields to the Invoice schema, api and forms.
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Noel Da Costa commented
Yes it's just weird that Quote has Title and Summary but Invoice doesn't. There's space for these on the layout – in the same place it appears for the Quote. It's a glaring lack.
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Kerryn-Leigh Anning commented
This is a critical requirement.
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Emma Carson commented
It is time Xero - please implement this feature.
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Gordon Lyon commented
Happy new year! We've been waiting on this since 2015, but I'm hoping this is the year that Xero implements this critical suggestion! The suggestion text says it's "to save users’ time rather than having them manually input the same title and summary", but it's much more than that. Invoices don't currently allow titles and summaries at all!
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Michelle Brown commented
Chris Bayley, I totally agree! I have also commented about this quite some time ago but I don't think Xero either look at our comments or are willing to assist us our Businesses regarding this :-(
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Chris Bayley commented
I find it absurd that the format changes from quote to invoice - most customers do not want to see a change in their documentation from quote to invoice - other than an acknowledgement that the document had changed and will now have Tax Invoice on it somewhere.
Cmon now!! Surely this couldnt be a more simple feature to turn on. We have gone to extensive efforts to customise our invoices and we this still doesnt pull through.
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Steph Wall commented
Having to manually add this on every invoice from a quote is inefficient. Can we get this sorted?