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

    241 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  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.

    Ingo Zink supported this idea  · 

  2. Invoicing - Show Delivery Address on invoices by default

    33 votes

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    7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all the context you’ve shared on how this impacts your workflows. We understand how a simple in-product setting for showing delivery address on an invoice would improve efficiencies for you all here.

    Currently, the best option remains to insert the ContactPhysicalAddress merge field/s with the use of an advanced invoice template.

    However as part of a larger piece of work we’re doing to develop multiple addresses per contact within invoices, this is an idea we’ll be solving for.

    We can’t provide definite timeframes but will shift to In development and share further news as it progresses with you all here!

    Ingo Zink supported this idea  · 

  3. Quotes - Add delivery address to quote

    16 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Ingo Zink supported this idea  · 
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    Ingo Zink commented  · 

    Top notch idea! however it should be that delivery addresses are bound to an individual quote/Draft invoice and not to the customer. Idea would be to have a delivery address for the contact if quote or Draft invoice Delivery address is set ignore contact delivery address or use a simple java script copy Contact Delivery data to Quote/Draft invoice Delivery Address form. similar to standard payment forms "is billing address same as Delivery address"