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Erase Product Quote

Erase Product Quote

Aug 6th, 2022

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Simple instructions on how to Erase Product Quote

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Choose a document you need to upload from the computer or integrated cloud storage (Box, Google Drive, or OneDrive).
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Erase Product Quote and save changes.
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How to Erase Product Quote

4.8 out of 5

74 votes

To delete a product from a quotation, simply click on the delete option associated with that product.

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What happens if you void an invoice in Xero?

Use void if you have raised a sales invoice in error and want to remove it from revenue, accounts receivable etc. For audit purposes the voided invoice will still be listed in invoices but will not affect the accounts.

Can you Unsend a quote in Xero?

In the Business menu, select Quotes. Select the relevant status tab for the quote you want to delete. Select the checkbox next to the quote you want to delete, then click Delete. Click Delete again to confirm.

Is void the same as delete in Xero?

If youve already approved it and it was a mistake, you can only void it, so it doesnt clutter up you dashboard. Deleting is only available for bills in draft - Xero is kind of assuming there might be some errors in there, and its OK to remove them.

How do I archive quotes in Xero?

To archive a quote: In the Business menu, select Quotes. Select the Expired tab. You can archive quotes from any tab, if required. Select checkboxes for one or more quotes to archive. Click Archive.

How do I cancel an invoice in Xero?

Click on the line of the invoice you want to cancel. (Optional) If the invoice has a payment or credit applied to it, youll need to remove those first. Select the Payments tab, then click X next to each payment or invoice until theyre all gone. Click Options and select Cancel Invoice.

How do I un delete a quote in Xero?

Its not possible to remove Deleted Quotes from the All tab within Xero at this time. Ive let the Product Team know that this is something youre interested in seeing within Xero in the future.

What are product quotes?

A product quote is a document that displays the estimated cost for products purchased from a supplier. Using this free Product Quote Template, you can quickly generate quotes for potential buyers who are interested in purchasing your goods or services.

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