Enter your idea

This is a feature that would save immense time for our organisation.

Hi Xero Team, we need quote title & summary to appear in invoice too! alot of clients has been questioning us already. please update and stop wasting time to change the interface so often. tyvm!

Absolutely needed for our business. Have been copy and pasting manually for years.

Adding a title and summary to a quotation is such a great feature. Kudos! Such a no brainer then to have it flow through with work realised and to the invoice. I raised it in a ticket and so pleased to that this product feature has already been suggested. My jubilation though short lived when as others before me, I read that it's been sitting and going nowhere for over 7 years.
Xero owners please consider implementing or explain why it can't be.

Hi there,
Would like to see this feature utilized as part of a converted quotation.

Sort of crazy given the feedback over the last few years that it hasn't been yet.

The Quote screen provides and option to use the "Title" and "Summary" fields that is an excellent feature. However, this fields do not transfer to the invoice, nor are they available to be included with a new themed invoice template. My clients expected the data to be transferred to the invoice as well. The feature is used as a referencing function by the clients when they receive queries from their customers, or if the need to follow up on a query.

This is a case where a system feature is implemented in a process, which is now causing additional admin overhead. It seems if the development were not thought through properly on this matter and it would have been better in my case if it didn't exist.

Please consider updating the process to transfer these fields to the invoice.

This is such a simple thing for them to add and this request has sat here ignored for 7 years! And as evidenced below the original request is even older.

We need the title to be shown on the invoice please.

I think this would be a great idea to be able to carry the original quote amount into the invoicing, and even show a balance owing after instalment invoices are paid. Having the system pre populate the original quote number as the reference and the Project name (not just the customer name) would be very useful instead of having to reenter the details. We have a customer who we have over 10 projects for and it can get quite confusing when preparing the invoice for them and us, as we have to make sure we have the right quote details as reference.

Title and Summary to carry over from quote to invoice needed.
To manually have to input this on an invoice completely changes the layout.
I tried the link below and it is only details about the quote side.

Title & Summary to carry over from quote to invoice needed please.

I just don't know why they bothered with the recent updates (which I hate BTW - Xero, we is necessary to split up the sections when adding new clients??) when things like this haven't been focused on...

They deleted the last thread on this which started around 2014 so I wouldn't hold your breath on it being done anytime soon.

We've also been following this thread for sometime and can see that Xero is yet to action this request. Does anyone have an update?
I really don't know what the hold up is for a seemingly simple request that will save all users alot of time having to copy and paste the project name across from the quote to the invoice.

It would also save me alot of time responding to clients who email saying "there's no reference on your invoice" - there is a reference code, just not an obvious title because Xero doesn't support this.

So much double up!

As repeated below many times. This is such an inconvenience to have to duplicate the information from the summary field in the quote to somewhere on the invoice. This usually has to go as the first line item, which as mentioned previously, does not look professional with the costing to the right of the description. Surely this can be implemented fairly easily if it's already within the quoting system. Please Xero, just tick this off your list and implement the changes required, you would make so many of us happy with one simple change.

There's actually nowhere on the invoicing to add a title and summary.
I used to add this manually as the first line of the invoice - but now the 'new style invoicing' adds this as a line item and it adopts a price of 0.00 - which doesn't look good on the final invoice.
At the very least, there should be an option to add a title and summary I would say...

This is critical and a real time waster that it does not convert to the invoice as have to add details in manually each time. Please fix this ASAP

Please can we work on getting the title and summary to pull through to invoices. Xero is supposed to simplify our work and having to manually add the Title and Summary back into invoices creates more work.

How is this being ignored? The idea above was floated in 2015 - such a simple obvious thing that's missing. The manual bodge I continually have to do is crazy. Come on Xero!

It's very frustrating that the invoices don't support this, but the quotes do. I spent nearly an hour trying to manually add a title and summary to an invoice as it was required by the client to accept it.