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

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   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.

   … more

   Julie Taylor supported this idea  ·  21 March, 2025

2. New Invoicing - Option to switch Autosave off

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   248 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

   Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

   We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.

   While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;

   • Invoicing - Undo/revert to previous version of an invoice
   • Exclude Auto Save from History and Notes
   • Invoices - Add invoice number when invoice is Approved

   Thanks again for all your feedback and sharing with us in the forums here.

   Updated 10 Sept 25

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   Julie Taylor commented  ·  24 May, 2024  ·  Edit…  ·  delete…

   We use a different sequence of invoice numbers for our three different services: decorating, landscaping and garden maintenance. We are getting missing numbers by changing the details each time.

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   Julie Taylor supported this idea  ·  24 May, 2024