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

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   … more

   Ingo Zink supported this idea  ·  03 May, 2024

2. Invoicing - Show Delivery Address on invoices by default

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   8 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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  ·  03 May, 2024

3. Quotes - Add delivery address to quote

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   submitted  ·  7 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Ingo Zink supported this idea  ·  03 May, 2024
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   Ingo Zink commented  ·  03 May, 2024  ·  Edit…  ·  delete…

   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"

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