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  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

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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    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

    239 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    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

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Trojan Services supported this idea  ·