Copy one or more invoices to a quote

Copy a single invoice, or multiple invoices with the same status, into a new quote. If you're copying multiple invoices, Xero creates one draft quote with all line items from the original invoices.

You can send the quote to a different customer from the invoice or invoices.

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click the status panel of the invoice(s) you want.

    You can't copy from the list of all invoices.

  3. Select the checkbox of the invoice(s) you want, then:
    • If reminders are off, click Copy to.

      mage showing invoices selected and the 'Copy to' button.

    • If reminders are on, click More, then select Copy to.

      Image showing invoices selected and the 'More' button.

  4. Select Quote and enter the name of the customer you're creating it for.
  5. Click Copy or Copy & merge.
  6. Review the quote and update the details if needed.
  7. Save the quote or Send it to the customer.

Another way to copy an invoice to a new quote is by opening the invoice, clicking on Invoice Options and selecting Copy to.

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