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Using Payment References (0:17)

Using Payment References (0:17)

 

Create Basic Quotes (0:57)

To help you get started with using draft invoices in Xero for simple quotes, here’s a ZIP file with step-by-step instructions and a template quote DOCX file that you can edit. You also might like to look at one of our fully-integrated quoting partners, such as Quotient.

Using invoice themes for Quotes from Xero on Vimeo.

 

Copy and Edit Invoices (0:33)

Copy and Edit Invoices (0:33)

 

Date Entry Shortcuts (1:13)

Date Entry Shortcuts (1:13)