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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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    Adriana Condello commented  · 

    I think this would be a great idea to be able to carry the original quote amount into the invoicing, and even show a balance owing after instalment invoices are paid. Having the system pre populate the original quote number as the reference and the Project name (not just the customer name) would be very useful instead of having to reenter the details. We have a customer who we have over 10 projects for and it can get quite confusing when preparing the invoice for them and us, as we have to make sure we have the right quote details as reference.

    Adriana Condello supported this idea  ·