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

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   … more

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   Elizabeth Johnson commented  ·  08 September, 2022  ·  Edit…  ·  delete…

   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...

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   Elizabeth Johnson supported this idea  ·  08 September, 2022
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   Elizabeth Johnson commented  ·  08 September, 2022  ·  Edit…  ·  delete…

   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!

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