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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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   Emma Carson commented  ·  05 January, 2024  ·  Edit…  ·  delete…

   It is time Xero - please implement this feature.

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   Emma Carson supported this idea  ·  29 November, 2023
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   Emma Carson commented  ·  29 November, 2023  ·  Edit…  ·  delete…

   This is absolutely critical for many of my clients and seems remiss not to be included already.

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