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.
![](https://secure.gravatar.com/avatar/3e8620417a8479ef69d5350df419cb19?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
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AdminDana A (Admin, Xero) commented
Hi Jon, I'd like to get a better understanding of your idea here. Would you think that this article(https://central.xero.com/s/article/Create-a-quote-for-a-project) can achieve what you're after here?
Looking forward to hearing back from you. -
Samira Dias commented
Very important!
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Jon Dues commented
I'd like to have the ability to carry the estimate summary through to project and into the invoice.
Also I'd like the ability to attach the PO number to an estimate, carry it through to project (Searchable in reports) and automatically Carry through to the invoice.
This would help with automatically invoicing projects on a weekly/monthly basis.
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Josh Vadala commented
It’s not hard to make this an option. Please just do it.
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Sam Johnson commented
Ability to add an invoice title or project reference to the top of an invoice
Purpose: To differentiate between invoices for different projects