Settings and activity
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217 votes
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.
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Daniel Burns
supported this idea
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30 votesDaniel Burns
supported this idea
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Can't believe there has still been no update to this. Seems to be pretty popular topic and feature for so many people but yet, no changes.
Oh but wait, what's that email I got the other day from Xero? Oh yes another fee increase!! Don't miss out on those updates that's for sure. While I now use another 3rd party job flow software for my invoice needs that syncs back to Xero it is rather annoying to see other customers still being hindered by this problem.