Settings and activity
3 results found
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36 votes
Owen Steepy
supported this idea
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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.
An error occurred while saving the comment Owen Steepy
supported this idea
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57 votes
An error occurred while saving the comment Owen Steepy
commented
This is a severely limiting feature in our consideration of switching from Quickbooks. We receive mailed checks daily and need to deposit them at the bank.
Owen Steepy
supported this idea
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I cannot believe this is not a feature. This is a critical requirement when you work for insurance companies. I was hoping to save money by going with Xero but it looks like QB is the only option.