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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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    David Morgan commented  · 

    Adding a title and summary to a quotation is such a great feature. Kudos! Such a no brainer then to have it flow through with work realised and to the invoice. I raised it in a ticket and so pleased to that this product feature has already been suggested. My jubilation though short lived when as others before me, I read that it's been sitting and going nowhere for over 7 years.
    Xero owners please consider implementing or explain why it can't be.

    David Morgan supported this idea  ·