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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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  1. Not sure if it's just me but in the last week or so I have noticed that quotes no longer show the item code, the quote terms box or our logo even though all the boxes are ticked to do so in the settings..?
    Really need these features back working please as we are now having to manually add/adjust these in the PDF before emailing clients.

    3 votes

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    0 comments  ·  Quoting  ·  Admin →

    Hi everyone, thanks for bringing this to our attention. As this sounds like a system issue rather than a product idea, the best next step is to raise this with our support team so they can have a look into your organisation. We’ll close this thread here to make sure it’s directed through the right support channel.

  2. When a quote is marked as Sent, Xero generates a shareable in.xero.com client link via the "Get Link" button.

    However this URL is not exposed anywhere in the API — the GET quote response doesn't include it, and /OnlineInvoice returns 404 for quotes.

    For anyone building quote workflows via the API, this means having to jump back into the Xero UI just to copy a link that already exists.

    Simple request: include the shareable URL in the GET quote response once status is SENT, similar to how OnlineInvoiceUrl works for invoices.

    1 vote

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    0 comments  ·  Quoting  ·  Admin →
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