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.
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
·
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.