Invoices & quotes

3 results found

1. Quotes - Retain quote number when creating invoice

   We currently avoid using the quote function for our business case as we need to use the Inv/Quote number as the reference from start to finish for the job, but this means the quotes are actually draft invoices so sit in draft.
   In MYOB there was the ability to retain the quote number as the invoice number when converted, It would be excellent to have this as an option so we could use the quote function.

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Feedback  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi everyone, thanks for sharing your thoughts. We appreciate the need to have the Quote number retained as the invoice number. While this is not quite the direct functionality in Xero, it can be achieved by using the Copy to feature, which references the quote number. Alternatively, you can try updating the sequence of the invoice to match the quotes. We recommend raising this with our support team so they can further investigate this.

2. Quotes - Option to bulk add new lines, as you can in Classic Invoicing

   hi, please add bulk item lines function in quotation as like invoice.

   2 votes

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavid Reynolds (Admin, Xero) responded

   Hi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.

3. Quote Template - Condense to single page

   Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.

   This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the quote.

   Why can't the title or summary go higher up to the top left adjacent to the address/company info? This would make far more sense, then, immediately underneath would be the quote/invoice breakdown columns/rows so that the bottom isn't pushed onto a 2nd page.

   From a coding perspective, this would be a pretty simple change to the Xero website functionality. Simply provide formatting options for where summary/titles go, as well as the ability to move sections around to the desired space.

   THANK YOU!

   Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.

   This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the… more

   5 votes

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   2 comments  ·  Quoting  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavid Reynolds (Admin, Xero) responded

   Hi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.