Copy invoices to a new quote

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

ⓘ This article is for small businesses who use Xero  

Overview
  • Copy the information from an existing invoice and add it to a new quote.

Copy a single invoice, or several invoices with the same status, into a new quote. If you're copying multiple invoices, Xero creates one draft quote with all line items from the original invoices.

When you copy an invoice, some details might change in the quote because of the defaults applied to your organization, contacts or inventory items. 

To copy information from an existing invoice to a new quote:

New invoicing Classic invoicing
  1. In the Business menu, select Invoices.
  2. Click the invoice you want to copy, or create a new draft invoice.
  3. Click the menu icon , then select Copy to draft quote.
  4. Review the draft quote and update the details if needed.
  5. Click Save to save the quote as a draft.

You can also copy invoices to draft quotes from the Invoices screen. To do this:

  1. In the Business menu, select Invoices.
  2. Select the tab for the status of the invoices you want to copy. You can't copy from the list of all invoices.
  3. Select the checkbox of the invoices you want to copy, then:
    • If invoice reminders are off, click Copy to.
    • If invoice reminders are on, click More, then select Copy to.
  4. Select Quote and enter the name of the customer you're creating it for.
  5. Click Copy or Copy & merge.
  6. Review the quote and update the details if needed.
  7. Click Save to save the quote as a draft.
  1. In the Business menu, select Invoices.
  2. Click the invoice you want to copy, or create a new draft invoice.
  3. Click Invoice Options, then select Copy to.
  4. Select Quote and enter the name of the customer you're creating it for.
  5. Click Copy.
  6. Review the draft quote and update the details if needed.
  7. Click Save to save the quote as a draft.

You can also copy invoices to draft quotes from the Invoices screen. To do this:

  1. In the Business menu, select Invoices.
  2. Select the tab for the status of the invoices you want to copy. You can't copy from the list of all invoices.
  3. Select the checkbox of the invoices you want to copy, then:
    • If invoice reminders are off, click Copy to.
    • If invoice reminders are on, click More, then select Copy to.
  4. Select Quote and enter the name of the customer you're creating it for.
  5. Click Copy or Copy & merge.
  6. Review the quote and update the details if needed.
  7. Click Save to save the quote as a draft.

 

 

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