Copy a quote to a new transaction

  1. Overview
  2. Invoices & Quotes
  3. Send quotes
  4. Copy a quote to a new transaction

ⓘ This article is for small businesses who use Xero  

Overview
  • Copy a quote to a new quote, invoice, bill or purchase order to save time with data entry.
  • Copy multiple quotes to create one invoice.
Copy a quote to another transaction type

When copying a quote some details might change in the new transaction because of the defaults applied to your organization, contacts or inventory itemCopy multiple quotes to a single invoice Copy multiple quotes to a single invoice Copy multiple quotes to a single invoic Copy multiple quotes to a single invoic Copy multiple quotes to a single invoic Copy multiple quotes to a single invoic Copy multiple quotes to a single invoic Copy multiple quotes to a single invoic Copy multiple quotes to a single invoic s.

You’ll need to review and add the title, summary and reference information to the new transaction as these fields aren’t available on invoices.

Web iOS Android

  1. In the Business menu, select Quotes.

  2. Find and open the quote you'd like to copy.

  3. Click the menu icon , then select Copy to.

  4. Select the transaction type you want to copy the quote to.

  5. Click Create draft.

The new transaction will open as a draft for you to complete.

To copy a quote to a new quote:

  1. On the Dashboard, tap Sales.
  2. Tap into a relevant status, then tap the quote you'd like to copy.
  3. Tap Options, then select Make a copy.
  4. Review and enter any remaining details, then tap Save.

To copy a quote to a new quote:

  1. From the Dashboard, tap Sales, then scroll down to Quotes.
  2. Tap the relevant status, then tap on the quote you’d like to copy.
  3. Tap the menu icon, then select Make a copy.
  4. Review and enter any remaining details.
  5. Tap the send icon, then choose to either Send, Save or Mark as sent, depending on your user role.
Copy multiple quotes to a single invoice

To create an invoice from multiple quotes, mark your quotes as sent and accepted, then copy each quote to a draft invoice. Once you create the draft invoices, you can merge the details of the draft invoices into a single invoice. This function is only available in the web version of Xero.

Step 1: Mark your quotes as sent and accepted

Quotes must have a status of Sent before you can mark them as accepted.

  1. Open the unsent quote, click the Send arrow, then select Mark as sent. Repeat this for all the quotes you want to include in the merged invoice.
  2. You can then mark the quotes as accepted.

Step 2: Copy quotes to draft invoices

  1. In the Business menu, select Quotes.

  2. Select the Accepted status tab, then open the quote you want to copy.

  3. Click the menu icon , then select Copy to.

  4. Select Invoice, then click Create draft.

  5. Enter any additional details in the invoice. Xero automatically saves the invoice as a draft.

Repeat this for all the quotes you want to include in the merged invoice.

Step 3: Copy draft invoices to an individual invoice

  1. In the Business menu, select Invoices.

  2. Select the Draft tab.

  3. Select the checkbox for each draft invoice you’ve created, then click Copy to.

  4. Select Invoice, then click Copy & merge.

  5. Review the invoice and update the details if needed.

  6. Click the Approve & email arrow and select Approve to approve the invoice. Xero automatically saves your changes.

 

 

 

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