Settings and activity

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1. Contact Record - Add Description column to Activity page

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   submitted  ·  9 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Ronny Reinhold commented  ·  18 December, 2022  ·  Edit…  ·  delete…

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

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   Ronny Reinhold supported this idea  ·  18 December, 2022

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

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   247 votes

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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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   Ronny Reinhold commented  ·  18 December, 2022  ·  Edit…  ·  delete…

   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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   An error occurred while saving the comment
   Ronny Reinhold commented  ·  18 December, 2022  ·  Edit…  ·  delete…

   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

   Save Submitting...
   Ronny Reinhold supported this idea  ·  18 December, 2022