Mark a quote as invoiced

Mark an accepted quote as invoiced if you've supplied the items in your quote and invoiced your customer. Use this method if you haven't created the invoice from your quote. If you are selling tracked inventory items, marking a quote as invoiced does not update your tracked inventory record.

Instead of marking a quote as invoiced you may want to create an invoice from a quote. This will save you time on data entry and will also link the invoice to your quote in History & Notes. If you've sold tracked inventory items, Xero will update your tracked inventory record when the invoice is approved.

How to mark a quote as invoiced

  1. In the Accounts menu, select Sales.
  2. Under the Quotes heading, click the Accepted status panel.
  3. Select the checkbox next to the quote you want to mark as invoiced.
  4. Click More, then Mark as Invoiced.

    Image showing accepted quote selected.

You may want to add a note to the quote recording the number of the invoice you created, for your reference.

How to mark multiple quotes as invoiced

  1. In the Accounts menu, select Sales.
  2. Under the Quotes heading, click the Accepted status panel.
  3. Select the checkbox next to each quote you want to mark as invoiced.
  4. Click More, then Mark as Invoiced.

    Image showing multiple quotes selected.

You may want to add a note to each quote recording the number of the invoice you created, for your reference.

How to unmark a quote as invoiced

Use Unmark as Invoiced to change your quote's status from Invoiced to Accepted.

  1. In the Accounts menu, select Sales.
  2. Under the Quotes heading, click the Invoiced status panel.
  3. Select the checkbox next to each quote you want to unmark as invoiced.
  4. Click More, then Unmark as Invoiced.

    Image showing quotes selected for unmarking.

The quotes now appear on the Accepted status panel.

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