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Using Quotes

Video learning

Free

6 MINUTES

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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