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

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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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    Noel Da Costa commented  · 

    @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.

    Noel Da Costa supported this idea  · 
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    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.