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Create a quote

Video learning



Learning objectives

  • Create a quote
  • Save and send a quote
  • Find the status of a quote
  • Convert a quote to an invoice
  • Manage and create quotes using Xero’s mobile app

Course outline

    Streamline your sales process by creating and sending quotes online, with the ability to convert them to invoices once accepted by customers.

Topics covered

  • Invoicing

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