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.
I find it absurd that the format changes from quote to invoice - most customers do not want to see a change in their documentation from quote to invoice - other than an acknowledgement that the document had changed and will now have Tax Invoice on it somewhere.
Cmon now!! Surely this couldnt be a more simple feature to turn on. We have gone to extensive efforts to customise our invoices and we this still doesnt pull through.
Chris Bayley
supported this idea
·
I find it absurd that the format changes from quote to invoice - most customers do not want to see a change in their documentation from quote to invoice - other than an acknowledgement that the document had changed and will now have Tax Invoice on it somewhere.
Cmon now!! Surely this couldnt be a more simple feature to turn on. We have gone to extensive efforts to customise our invoices and we this still doesnt pull through.