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

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    submitted  ·  115 comments  ·  For small businesses » Business features  ·  Admin →
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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.