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247 votes
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.
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Peter Hawke
supported this idea
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137 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Peter Hawke
supported this idea
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Prior to subscribing, we reviewed the guides on quotes with Xero, and found that deleting quotes was possible. However, upon implementing the app we found that deleting is not functionality currently installed, and thus, the software features you advertise is misleading.
"Deleting" as a concept is not new, and it must be up to users to decide on what records are kept on file as deleted records. We have an actual reason for actually deleting quotes on use of our system-wide processes.