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We issue quotes to Insurance companies and use the Title and Summary for all the Customer and policy details. When this is changed over to an Invoice all that information disappears. It seems pointless to have the ability to add to a Quote if it all disappears once the Invoice is raised. Please integrate this feature

This feature NEEDS to be added! I work in the trade service industry and the main reason I went with Xero is because I can add a "scope of work" to my quotes by using title (scope) and summary (description of work). I don't do line item pricing, I NEED to describe to my customer exactly what I'm doing and every job is different. Customers sometimes want multiple quotes from me, so when I invoice out some and not others, they need to be able to quickly tell which one they're being invoiced to. Having a reference to QU- on there doesn't cut it. PLEASE integrate this feature!!!

**edit it add**
Sometimes I dont send an official quote, work is described and approved via text/email so all i do is send them an invoice. So ability to create and invoice, not from an existing quote, with the title and summary is equally necessary.

Not only just to flow a quote to an invoice, it would be amazing if I could include a summary on the invoice for the client to see what works have taken place!

We utilize the quote system all the time and once accepted it would be helpful to have all the information converted to the invoice.

Every day I'm frustrated that invoices don't have title and summary fields like quotes do. It's not just that these fields don't automatically flow through when quotes are converted to invoices, but that invoices don't offer the fields at all! Including the data in an email doesn't work because that's lost when people just view the PDF invoices or the online link. It's also not saved with the invoice. Including the information as a fake line item is an embarrassing and ugly hack. Please do better, Xero!

I agree with the initiator of this idea request. To add to the original idea requestor, it is basic business professionalism to have the quotes and converted invoices be the same. However, would also like to have the title and summary feature on the invoices that are generated without a quote being generated as well.

Is this idea on the calendar for implementation? If yes, when?

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.

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

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.

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

How is this not a thing already? Unbelievable.

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

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

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..

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

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.

Needs sorting!

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.

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.

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