Settings and activity
2 results found
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217 votes
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.
Peter Hawke
supported this idea
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116 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.