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

    217 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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    Michelle Brown commented  · 

    Chris Bayley, I totally agree! I have also commented about this quite some time ago but I don't think Xero either look at our comments or are willing to assist us our Businesses regarding this :-(

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    Michelle Brown commented  · 

    This really needs to occur and would assist so many Businesses but I don't understand why nothing is happening!!

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    Michelle Brown commented  · 

    This is vital for my Small Business

    Michelle Brown supported this idea  ·