ⓘ This article is for small businesses who use Xero
Mark a quote as accepted
Web |
iOS |
Android |
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In the Business menu, select Quotes.
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Select the Sent tab.
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Select the checkbox next to the quote you want to mark as accepted.
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Click Accept.
The quote will now show in the Accepted tab.
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Tap Sales, then scroll down to quotes.
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Tap [number] Sent, then tap the quote to open it.
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Tap Options, then tap Mark as Accepted.
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Tap Sales, then scroll down to quotes.
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Tap [number] sent.
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Tap on a quote to open it.
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Tap the menu icon , then tap Mark as accepted.
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Mark a quote as declined
Web |
iOS |
Android |
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In the Business menu, select Quotes.
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Select the Sent tab.
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Select the checkbox next to the quote you want to mark as declined.
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Click Decline.
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(Optional) Enter the reason your quote was declined.
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Click Decline.
The quote will now show in the Declined tab.
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Tap Sales, then scroll down to quotes.
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Tap [number] Sent, then tap the quote to open it.
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Tap Options, then tap Mark as Declined.
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Tap Sales, then scroll down to quotes.
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Tap [number] sent.
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Tap on a quote to open it.
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Tap the menu icon , then tap Mark as declined.
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