Settings and activity
3 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.
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charlotte Sands
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85 votescharlotte Sands
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75 votes
An error occurred while saving the comment charlotte Sands
commented
Totally agree please Xero sort this one
charlotte Sands
supported this idea
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I totally agree with this suggestion along with a few others. But I have noticed that there never seems to be a reply or response from Zero. Its frustrating having this page if we the users are not being listened to.
XERO Come on, at least give some feedback to ideas !! This software could be brilliant if you listen to your customers.