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  1. 24 votes

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    Stacey Fisher commented  · 

    Recently moved a client over from QB and they do everything on their phone, it's a bit embarrassing having to tell them they can't add negative lines for his CIS.

    Stacey Fisher supported this idea  · 
  2. 216 votes

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    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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    Stacey Fisher commented  · 

    Needed by my clients, please introduce this feature

    Stacey Fisher supported this idea  ·