How to Create and Send a Quote in Xero | NPO Invoicing (South Africa)
Автор: Turning Point Chartered Accountants
Загружено: 2026-02-02
Просмотров: 4
Описание:
Learn how to issue a quote in Xero for your South African NPO, NGO, or non-profit organisation. This tutorial shows you how to create a quote, add a contact, include line items, apply VAT or tax rates correctly, and send the quote to a customer. It also covers what happens when a quote is accepted and how to convert a quote into an invoice.
Quotes are useful when your NPO needs to provide pricing upfront for services, training, events, or project work. Using quotes in Xero helps you keep a clean audit trail from quotation through to invoicing and payment.
In this video you’ll see:
Where to create a quote in Xero
How to add or select a contact
How to add line items, accounts, and VAT or tax rates
How to set an expiry date and add terms on a quote
How to send a quote and track its status
How to accept a quote and convert it into an invoice
Tips for keeping quotes and invoices consistent for reporting
Common searches this video helps with:
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This is part of Turning Point Chartered Accountants’ Xero tutorial series for South African NPOs, NGOs, and non-profit organisations.
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