Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. title of quote to be transferred onto invoice but furthermore title to be available in invoice list as it is with quotes......

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    An error occurred while saving the comment
    Trojan Services commented  · 

    For reference the previous request received 234 votes

    Trojan Services shared this idea  · 

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

    234 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Trojan Services supported this idea  · 

  3. Invoices: Include quote number on invoices

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Trojan Services supported this idea  ·