How to copy Xero Quote to a Sales Invoice

ApprovalMax allows Quotes Requesters to copy accepted Quotes to Invoices.

Please note: the Quote Requester needs to be added also as a Sales Invoice Requester in the "Sales Invoice" workflow.

This is how it works:
Open an accepted Quote, click on "COPY TO" and select the option "Copy to Sales Invoice":

The Quote will now be copied to the Sales Invoice, with a note for the Approvers included.

• Related Articles

• How to create Xero Sales Invoices for approval in ApprovalMax

  There are several options for creating Sales Invoices which are then run through the approval workflow in ApprovalMax: Sales Invoice creation in Xero Sales Invoice creation in ApprovalMax Sales Invoice creation in ApprovalMax as a copy of Quote Sales ...

• How to copy Xero Purchase Orders to a Bill

  ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...

• How can I configure the PDF file of a Sales Invoice that will be sent to the client?

  During Sales Invoice creation, the Requester selects a Theme for the Sales Invoice. After its approval, a PDF file will be generated based on this particular Theme. Themes are configured in Xero and picked up by ApprovalMax. In order to change a ...

• Is it possible to unreject a Sales Invoice?

  If a Sales Invoice that was created in Xero gets rejected by an Approver, it goes back to Xero in the Draft status. Its Requester needs to amend the Sales Invoice in Xero and then resubmit it for approval. If a Sales Invoice that was created in ...

• How can I specify instructions for Xero Sales Invoice Requesters?

  An Organisation's Administrator can provide a message that will be shown to Requesters during Sales invoice creation. This is how instructions for Sales Invoice Requesters can be set up: Select your Organisation in the main menu and open Approval ...