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.

 Download the Full Procedure as PDF Disclaimer: The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. While every effort has been made to ensure the accuracy of this content at the time of publication, tax laws and regulations may change, and individual circumstances vary. Dolman Bateman accepts no responsibility or liability for any loss or damage incurred as a result of acting on or relying upon any of the information contained herein. You should seek professional advice tailored to your specific situation before making any financial or tax decision.