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Invoices & quotes

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Invoices & quotes

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103 results found

  1. 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.

    224 votes

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    119 comments  ·  Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

  2. Quotes - Convert to a deposit invoice and remaining amount invoice

    Ability to convert quotes into invoice & the remaining amount of invoices.

    Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project

    50 votes

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    submitted  ·  9 comments  ·  Quoting  ·  Admin →
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  3. Homepage - Track Quotes

    Ability to track quotes on the Dashboard

    Purpose: This would allow for quick access to do quoting work

    109 votes

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    57 comments  ·  Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.

    With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.

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