Invoices & quotes

1 result found

1. Quotes - copy to purchase order

   End-to-end workflow: Quote → Invoice → Purchase Order → Bills

   I would like to see a more connected workflow in Xero that reflects how projects are actually delivered in practice.

   Currently, quotes can be converted to invoices, but there is no ability to move from a quote into a purchase order. This creates a disconnect between customer-facing and supplier-facing processes.

   A typical workflow for project-based businesses (e.g. construction, interiors, supply) is:

   Quote issued to client
   Quote accepted
   Invoice raised to client
   Purchase orders raised to suppliers based on the quote
   Supplier bills received
   Further invoices raised to client as required
   Payments tracked across both sides

   At the moment, this requires manual duplication between quotes and purchase orders, which is time-consuming and introduces risk of error.

   It would be highly valuable to:

   Create purchase orders directly from accepted quotes or invoices
   Link quotes, invoices, purchase orders, and bills within a single job or project
   Maintain a clear audit trail from sale through to cost and margin
   Support staged invoicing within the same workflow

   While Xero Projects provides cost tracking, it does not currently offer this end-to-end transactional flow.

   This functionality would significantly improve efficiency, reduce duplication, and provide better visibility of project profitability.

   End-to-end workflow: Quote → Invoice → Purchase Order → Bills

   I would like to see a more connected workflow in Xero that reflects how projects are actually delivered in practice.

   Currently, quotes can be converted to invoices, but there is no ability to move from a quote into a purchase order. This creates a disconnect between customer-facing and supplier-facing processes.

   A typical workflow for project-based businesses (e.g. construction, interiors, supply) is:

   Quote issued to client
   Quote accepted
   Invoice raised to client
   Purchase orders raised to suppliers based on the quote
   Supplier bills received
   Further invoices raised to client as required… more

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Steven, appreciate your feedback. We understand you’re looking for a quicker way to turn an accepted customer quote into a supplier purchase order without needing to manually recreate the details.

   There is already a way to do this in Xero using the “Copy to...” option from the quote menu, which lets you copy the quote details into a new purchase order.

   As this functionality is already available, I’ve updated the status of this idea to Existing Functionality and closed it for further comments and votes. If you need help using this feature, feel free to reach out to our Xero Support team.