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Powering Business with Quotes

Self-paced learning
Launch course

2 Advisor credits

Free

Learning objectives

  • Learn about how to incorporate Quotes into your existing Sales process
  • Learn about managing quotes on an ongoing basis

Course outline

    • Access quotes in Xero
    • Create a new quote
    • Entering details into a quote
    • Using branding themes
    • Default quote settings
    • Send a quote
    • Update quote status
    • Copy quote to invoice

Topics covered

  • Invoicing

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