Xero: How To Create Quotes Using Purchase Orders
Creating Quotes using Purchase Orders
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One of the most frequently asked questions from our clients is how to create quotes in Xero.
There is no direct method for creating quotes as Xero does not have a Quotes function but there is a two workaround's that you can use.
Both methods require some work in setting them up ( 2-3 minutes) but once set up they are very easy to use.
This workaround uses the new Purchase Order functionality in Xero and this method is ideal for service invoices rather than item invoices.
Many small businesses that have the need to send quotes for services will probably not use buy goods and services via purchases orders, so using it for Quotes keeps the quotes separate from invoices.
We have a step by step process as a PDF that you can download and add to your folder of accounting systems.
Disclaimer: The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. All content relates to the current financial year only. Future changes to tax laws, thresholds or administrative requirements may affect the accuracy or relevance of this information, so you should always confirm that the guidance remains current. While every effort has been made to ensure accuracy at the time of publication, Dolman Bateman accepts no responsibility or liability for any loss or damage arising from reliance on this information. You should seek professional advice tailored to your circumstances before making any financial or tax decision.