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  1. Quotes- Ability to approve quotes

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hollie Doran shared this idea  · 

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

    223 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.

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    Hollie Doran commented  · 

    Why do we never get anyone from Xero responding to this? It's got 62 votes already and still nothing...

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    Hollie Doran commented  · 

    My clients expect this on invoices, and in fact where the line items cant (dont want) to be shown, its actually a legal requirements to have this summary included so they know what the invoice is for. PLEASE can you sort this out urgently? its actually stopped the ability for my client to pay one of my invoices this month.

  3. Sales Invoices - Combine and hide line items for customers

    217 votes

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

    Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.

    In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.

    We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.

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    Hollie Doran commented  · 

    This is critical for my business. Please make this change.