Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    217 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

    119 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
    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.

    An error occurred while saving the comment
    Sam Nichols commented  · 

    There is a title and summary box you can edit when creating a quote, why is that not the same for invoices?
    And why isn’t everything thats on a quote not duplicated on the invoice, eg title and summary
    Also the defaults terms need to come up when creating quotes, invoices, credit notes and be able to edit them, instead of having 20 different templates so you can easily remove the two or three words you don’t need.

    My invoices are legal documents and i prefer to put necessary information on them instead of in the email so when the invoice/quote is accepted and paid for its all there on the document

    I don’t want two subscriptions for another invoice app because of the absence of a editable title summary box and terms

    Sam Nichols supported this idea  ·