Skip to content

Settings and activity

1 result found

  1. 216 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

    An error occurred while saving the comment
    Lisa Trezise commented  · 

    This is very important to the way we issue Quotes and Invoices. All the Version control is detailed in our summary and is all lost once the invoice has been created. I have to cut and paste from the Summary to the bottom of the invoice each time. I would love to see this function available with an option to transfer the Summary if possible.

    Thanks

    Lisa Trezise supported this idea  ·