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Settings and activity

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  1. Contact Record - Add Description column to Activity page

    13 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Ronny Reinhold commented  · 

    it boggles my mind why it isn't on an invoice. it is a very important feature

    Ronny Reinhold supported this idea  · 

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

    216 votes

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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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    Ronny Reinhold commented  · 

    It makes no sense why this option is available on quotes and not on invoices. I manually add it in the first innvoice line and my customers are always confused.

    It should be a no brainer to have it on an invoice

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    Ronny Reinhold commented  · 

    It makes no sense why this option is available on quotes and not on invices. I manually add it in the first innvoice line and my customers are always confused

    Ronny Reinhold supported this idea  ·