marți, 28 februarie 2017

How to create quotes in Xero | Independent Bookkeeping Blog

http://bit.do/de5Nt Scan2Invoice sale page.
Fellow bookkeepers, Empowering your bookkeeping clients to streamline their processes will help you to make them appreciate your work even more. Sit down with them and show how easy quoting in Xero is. Professionally looking quotes are produced and managed just with a few clicks. Go to Accounts - Sales. Click the arrow next to +New. Select Quote from the menu. Enter information into the quote fields. Not all fields are compulsory. The only field required to save your quote is Customer. To send a quote, you also need to complete the Description field. (Optional) Add a file to your quote. Save or send the quote. Full in-depth tutorial on how to get most of the Online Quoting Processes: https://www.youtube.com/watch?v=gP2tNn4yzmg

Niciun comentariu:

Trimiteți un comentariu