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

    216 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    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.

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    Michael Kinvig commented  · 

    Having this feature is a no brainer, I have to copy and paste every time, which means I have to do multiple copy and pastes. Please xero just do it now.

    It would also be good if there was an option to automatically include the first line of the title in the beginning of the email subject line in both quotes and invoices, eg- Painting at 300 Queen St Brisbane INV-3456

    Michael Kinvig supported this idea  ·