ⓘ This article is for small businesses who use Xero
Overview
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If you've supplied all the items in a quote and invoiced your customer, mark the quote as invoiced.
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To change a quote's status back to Accepted, unmark it as invoiced.
Mark quotes as invoiced
Marking a quote as invoiced doesn't create a new invoice. To invoice your customer, create an invoice from the quote.
| Web |
iOS |
Android |
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In the Business menu, select Quotes.
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Select the Accepted tab.
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Select the checkbox next to each quote you want to mark as invoiced, then click Mark as invoiced.
The quote now shows on the Invoiced tab.
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Tap Sales.
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Under Quotes, tap [number] to invoice.
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Tap the quote to see all fields.
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Tap Options, then tap Mark as Invoiced.
The quote now appears under Done.
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- Tap Sales.
- Under Quotes, tap [number] to invoice.
- Tap the quote to see all fields.
- Tap the menu icon
 , then tap Mark as invoiced.
The quote now appears under Done.
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Unmark quotes as invoiced
Unmark a quote as invoiced to change its status from Invoiced to Accepted.
| Web |
iOS |
Android |
-
In the Business menu, select Quotes.
-
Select the Invoiced tab.
-
Select the checkbox next to each quote you want to unmark as invoiced, then click Unmark as invoiced.
The quote now shows on the Accepted tab.
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Tap Sales.
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Next to Quotes, tap See all, then scroll down to Done.
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Tap the quote to see all fields.
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Tap Options, then tap Unmark as Invoiced.
The quote now appears under To Invoice.
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- Tap Sales.
- Tap SEE ALL, then scroll down to Done.
- Tap the quote to see all fields.
- Tap the menu icon , then tap Unmark as invoiced.
The quote now appears under To Invoice.
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Click here for more info!
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