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  1. Quotes - Title and Summary to flow through to Sales Invoices

    216 votes

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    119 comments  ·  For small businesses » Business features  ·  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.

    Shane Sneddon supported this idea  · 

  2. Quotes - Make tax rate and account code mandatory

    17 votes

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too. 

    Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here. 

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    Shane Sneddon commented  · 

    I completely agree with all on this thread, Xero needs to have a pop up / notification etc before the quote is sent to client, stating account needs to be allocated either sales or no GST. Unfortunately I'm another unlucky one that has just lost out on $85 because, 1 I didn't check, silly me, and 2, I would have thought Xero would give this prompt before sending. This is such a big deal when sending out quotes, please look into this Xero, thank you

    Shane Sneddon supported this idea  · 

  3. Invoices: Receive a notification when customer has viewed invoice or quote

    40 votes

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    submitted  ·  20 comments  ·  For small businesses » Business features  ·  Admin →
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    Shane Sneddon commented  · 

    completely agree with quotes being viewed by clients

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    Shane Sneddon commented  · 

    i would really like xero to add this feature , it makes sense to be able to see if its viewed this will save chasing up the client. why have this feature for invoices but not on quotes, doesn't seem logical to me, come on xero other software's have this.

    Shane Sneddon supported this idea  ·