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
    Catherine White commented  · 

    This feature needs to be implemented while the new invoicing is being rolled out and updated. I have multiple clients who use quotes to provide to property managers for multiple properties. Using the Title and summary feature in quoting makes it easier for the property managers to know what property it is for. When converted to the invoice, all of the information needs to be converted into the reference field, which is too small, particularly when sending statements out - all of the details cannot be seen.

    Catherine White supported this idea  ·