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'Projects Invoice Summary - Show Invoice Number and Reference' has been merged into this idea

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Projects | Quotes & Invoices - Show reference number

Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project

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Millena Thiesen shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we appreciate feedback we have received here on the value being able to see the reference number from within the Quote and Invoices tab within projects could provide.

Being completely open this isn't something we have plans for developing at this time however we are aware of the interest and are continuing to track this idea. If there is any shift in movement we will share an update. Thanks

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  • Ken Eason commented  ·   ·  Report

    Populating the information from Reference fields that are already tied to the related Quote or Invoice numbers displayed should be a really simple fix for Xero programmers. Why not help the users that are paying you?

  • Ken Eason commented  ·   ·  Report

    The same holds true for the Quotes section of this tab.
    The is plenty of room to display the information from the Reference field of the Quote. Seems like a very simple fix.

  • Simon Mallender commented  ·   ·  Report

    Hi, it would save a tracking spreadsheet for every invoice. Adding the customer name would make it even more powerful for us. Thanks.

  • Lisa Cran commented  ·   ·  Report

    Yes! This is needed! See my screenshot, with 3 quotes and 5 invoices in one project, it is hard to know which one is what!! This is a small project, many projects have many more quotes & invoices! The only one that shows a reference is the deposit invoice, so this should be doable!

  • Freya Pieroz commented  ·   ·  Report

    Every single one of the invoices in the attached screenshot has a difference reference, relating to the service being invoiced for. There's another pageful of about the same amount that was invoiced the previous day. For this particular Project, I'm invoicing for about a dozen different things (on different invoices) every week, the client wants each of those things on a separate invoice to make allocation to cost centre easier in _their_ accounts, and the fastest way to do that is to copy a bunch of the boilerplate from the previous invoice for that same thing. That would be made much easier if I could quickly identify which one to open so that I could copy bits of it!

  • TopSpecs Tiling & Stone commented  ·   ·  Report

    Also when saving or printing PDFs of quotes or invoices. The system typically generates a default file name, which needs to save with a reference so you don't have to manually rename the files after saving.

  • Blair Hicken commented  ·   ·  Report

    Projects - Quotes & invoices list view - Include Reference field from quote or Invoice. Currently, the Quotes & invoices live view only shows the quote or invoice number, so getting any information requires 'Opening' the quote or invoice.
    Including the Reference field will provide more information when using this list window without having to click into the document. There is ample space on the existing list to add this information.

  • Millena Thiesen commented  ·   ·  Report

    Hi,

    I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.

    This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.

    Thanks,