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251 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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Trojan Services
commented
This has already been put forward, voted for and declined by admin however all the comments I can see refer to the client not being able to see descriptions - I want to use Xero as my sole place for organising, quoting and invoicing however we do a lot of repeat custom for several clients and may invoice them 20-30 jobs per calendar month, all we get in the invoice list is the invoice number which unless I keep a separate ledger or spreadsheet doesn't tell me what the work is for...... if I need to reference a specific job I either have to open up or get out my separate list and cross reference the invoice number against the descriptions on that list or open each invoice in turn to see what it covers.......
Quote list page automatically shows the job description under the clients name however the invoice list just shows the clients name - the job description shown in the same way would be very handy
Surely there's a simple way of displaying the invoices in the same manner as the quotes show??
This falls under the same scope as a previous request however copying and pasting the title/description into the first line of the invoice however time consuming covers getting this information to the client however it doesn't show any details within the software itself???
This makes identifying an invoice from a job to job perspective very difficult without keeping this separate list which seems pointless considering the availability of the information being requested on the document and the list page is available on the quotes side of things
Ideal outcome is the addition of a title to the invoicing side of things and a title column being added to the invoice list page......
Originally responded to by Kelly Munro however the comments have been closed on a previous request
Trojan Services
supported this idea
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15 votesTrojan Services
supported this idea
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For reference the previous request received 234 votes