Settings and activity
1 result found
-
247 votes
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.
…
An error occurred while saving the comment 
Noel Da Costa
supported this idea
·
An error occurred while saving the comment Noel Da Costa
commented
Yes it's just weird that Quote has Title and Summary but Invoice doesn't. There's space for these on the layout – in the same place it appears for the Quote. It's a glaring lack.
@Dana A
I think you're missing the point. It's not just about linking Quotes to Invoices via project. It's actually more about the fact that Invoices don't have a Title and Summary as part of their schema.
If they did, then when you convert a quote to an invoice, the quote's Summary and Title could carry through to the invoice, just as the line items do.
As a developer, I can tell you, It's really not a big change to add Title and Summary fields to the Invoice schema, api and forms.