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One of the most frequently asked questions by clients is how to create quotes in Xero, as Xero does not have a direct quotes function. Two workarounds are available, both requiring some setup time but are easy to use once configured. The first workaround involves using the new purchase order functionality in Xero, which is ideal for service invoices. Small businesses can use this method to separate quotes from invoices. To set up, create a new invoice template in the invoice settings, changing the branding theme to "quote" and adjusting the purchase order settings accordingly.
