Expired Quotes On Xero

A reminder email to clients that have a quote outstanding at predefined intervals similar to that of the invoice reminders.

Expired quotes on xero. Quotation won or lost lets change the color on the quote list to view success easily hi there as a xero user with lots of quotes on our system. This will take you to the quotes dashboard. Quotes in xero were launched last week actually. Change expiration date on multiple quotes at one time started by prizm vinyl corporation in using xero to be able to change the expiration dates extend the date on all expired quotes at one time.

So we can keep track of what s most important to you all we ve curated the list of all recent requests for quotes. Look forward to your response. I am frequently asked by prospects and clients to send them an estimate or a quote. Part of the reason we love xero is because it allows small businesses to banadmin.

As we ve said there s still some improvements we d like to add to quotes in xero. Using quotes in xero is an awesome way to streamline your processes not to mention produce professional quotes that can be accepted by your clients. With accounting software like xero you can see a summary of your quotes in progress including draft sent accepted and expired quotes. How to print a quote in xero.

The less you have to do from an admin point of view the more time you have for the important parts of the business. Instead of clicking send click the blue save button on the bottom left of the quote. This makes it easy to track the status of a quote follow up on quotes that have been sent but not accepted and generally keep your business moving. When making a new quote follow the first five steps above.

Can anyone tell me whether there is a way to get an expired quote off my system without just deleting them as i need to keep the invoice number sequence complete. The draft tab in the quotes dashboard should already be selected. Hi everyone thanks again for the feedback you ve been giving over the last week. Quotes or estimates are an important feature in the sales cycle.

On wed january 21 2014 jamie sutherland sent out the e mail letting us all know. Having expired quotes in sent tab doesn t make sense as they have expired and a new quote should be drafted.