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.
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
·
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