← Share and support customer ideas for Xero Settings and activity 1 result found Quotes - Title and Summary to flow through to Sales Invoices Invoice .png 70 KB Quote.png 57 KB Invoice INV-0005-1.pdf 47 KB Quote screenshot.png 87 KB 211 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 117 comments · For small businesses » Business features · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating An error occurred while saving the comment Kirsty Pearce commented · 19 May, 2025 · Edit… · delete… Quotes - Title and Summary to flow through to Sales Invoices Ability to make quote’s title and summary flow through to Sales Invoices. Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices. Save Submitting... Kirsty Pearce supported this idea · 19 May, 2025
Kirsty Pearce
supported this idea
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Kirsty Pearce
supported this idea
·
Quotes - Title and Summary to flow through to Sales Invoices
Ability to make quote’s title and summary flow through to Sales Invoices.
Purpose: To save users’ time rather than having them manually input the same title and summary when the quotes are converted into invoices.