Settings and activity
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6 votes
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John Taylor-Acey
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43 votesJohn Taylor-Acey
supported this idea
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217 votes
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.
John Taylor-Acey
supported this idea
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An error occurred while saving the comment John Taylor-Acey
commented
The idea that us small businesses use a description of some sort to tell the customer what work has been carried out, is crazy. Line items are as such, line items - products for sale. Why would the customer not want to know what the job was and have itemised products are services?? lets have it please
Was under the impression that having the ability to access your accounts/ produce invoices/ imports bills etc, Basically run your business from any device, sort of meant that you can have a dashbord that reflects your requirements. It doesn't really seem that way, if my web dashboard cannot show my overall cash in bank balance, but my mobile apps can???????