Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

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.

191 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Daniel Kemp commented  ·   ·  Report

    Xero Team!

    Why post this idea if you are not going to come back to update the people who comment on it, or progress the change?

    This is a vital part of the invoicing system that people who don't sell physical products time and time again need.

  • [Deleted User] commented  ·   ·  Report

    I also wanted to note that this deficiency is not just with the classic invoicing system. The new invoicing system also lacks a way to add a title and/or description to the top of invoices. Adding a description-only entry to the item table is a hideous kludge which confuses customers and makes us (and frankly) Xero look bad. Please add this important feature.

  • [Deleted User] commented  ·   ·  Report

    Yes, this is hugely important. I need to add details such as the date that the order was delivered and who signed the relevant contract and who at the customer's company authorized the purchase. All Xero needs to do is add a custom description field like quotes have which would appear at the top of the invoice. A title could be added as well (quotes have this), but I don't personally need that as much. It should appear above the line item table (just as it does for quotes). Preferably it should carry over from quotes when you convert a quote to invoice.

  • Tracy Clarke commented  ·   ·  Report

    This is a vital requirement for a number of our small business clients

  • Nicholas Thompson commented  ·   ·  Report

    Having to complete re-write the invoice so it now has context and relevance to the end client, is a huge waste of time, with Xero pushing all their other time saving ideas this seems like a easy one to implement.

  • Paul Reeves commented  ·   ·  Report

    Again, I add a title to all my quotes relating to a project address and when converting the quote into an invoice the title should transfer onto it so that all details relate to the accepted quote. This saves the user having to remember to add it into the description line!

  • Paul Duffy commented  ·   ·  Report

    This is very important and needs to be implemented asap please!

  • Hollie Doran commented  ·   ·  Report

    Why do we never get anyone from Xero responding to this? It's got 62 votes already and still nothing...

  • Phil Tickle commented  ·   ·  Report

    I can't believe that this doesn't exist (like in quotes). I really need to put a Title Heading (eg. Works at Project A, Site D) and a brief Description (eg. Install of equipment X) to the top of an invoice, so that the client knows exactly what the invoice is all about. Please sort this out and add this basic feature.

  • Jules Scotland commented  ·   ·  Report

    This is a critical component. When you have sent a quote or pro forma invoice, it is essential the following invoice should match!!

  • John Taylor-Acey commented  ·   ·  Report

    The idea that us small businesses use a description of some sort to tell the customer what work has been carried out, is crazy. Line items are as such, line items - products for sale. Why would the customer not want to know what the job was and have itemised products are services?? lets have it please

  • Ronny Reinhold commented  ·   ·  Report

    It makes no sense why this option is available on quotes and not on invoices. I manually add it in the first innvoice line and my customers are always confused.

    It should be a no brainer to have it on an invoice

  • Ronny Reinhold commented  ·   ·  Report

    It makes no sense why this option is available on quotes and not on invices. I manually add it in the first innvoice line and my customers are always confused

1 2 4 6