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

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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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    Elizabeth Johnson commented  · 

    I just don't know why they bothered with the recent updates (which I hate BTW - Xero, we is necessary to split up the sections when adding new clients??) when things like this haven't been focused on...

    Elizabeth Johnson supported this idea  · 
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    Elizabeth Johnson commented  · 

    We've also been following this thread for sometime and can see that Xero is yet to action this request. Does anyone have an update?
    I really don't know what the hold up is for a seemingly simple request that will save all users alot of time having to copy and paste the project name across from the quote to the invoice.

    It would also save me alot of time responding to clients who email saying "there's no reference on your invoice" - there is a reference code, just not an obvious title because Xero doesn't support this.

    So much double up!