Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quote Summary & PO Number to carry through to project and invoice and invoice email

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 
    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.