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One of the most frequently asked questions from clients is how to create quotes in Xero, as it does not have a quotes function. Two workarounds exist: one utilizing the new purchase order functionality, which is ideal for services invoices, and the other method involves creating a new invoice template. Setting these up takes a few minutes but are easy to use once established. Small businesses needing to send quotes for services may not use purchase orders for goods and services, so keeping it for quotes is recommended. Invoices and quotes are kept separate using this workaround. To set it up, create a new branding theme in invoice settings and change the purchase order to serve as a quote.
