Keep documents with related transactions
- Attach multiple documents to transactions and records.
- Attach files to invoices so your customers can see them.
- Add relevant documents to customer and suppliers’ individual contact records.
Use Xero as your online filing system
Store your key business documents in the library, so all your records are stored and backed up online for easy reference and sharing.
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Files
Online Quotes
Create quotes quickly from anywhere
Create and send quotes in minutes using the contact, inventory and pricing information you’ve set up in Xero. Use your smartphone to send quotes on the spot, from wherever you are.
Send beautiful quotes
Send professional-looking quotes using templates by simply adding your logo – or using your own design.
Check the status of quotes online
With Xero, you can identify quotes that have been sent out and see if they’ve been viewed. Use online quotes to see whether they’ve been accepted or if you need to follow up.
Prospective customers can accept, decline or comment on the quote with the click of a button. Easily edit and resend a quote if you need to.
Create quotes quickly from anywhere
Create and send quotes in minutes using the contact, inventory and pricing information you’ve set up in Xero. Use your smartphone to send quotes on the spot, from wherever you are.
Send beautiful quotes
Send professional-looking quotes using templates by simply adding your logo – or using your own design.
Sales Quotes
Purchase Orders
Save time and effort with online purchase orders
Prepare digital purchase orders quickly using inventory items and email them directly to your suppliers from anywhere. Xero is online, so you can keep the orders flowing while you’re on the go.
Customize purchase orders to reflect your brand and look professional. Use a template to set the layout and fonts, to choose what information is shown, and add your logo.
Convert digital purchase orders to bills or invoices
Keep things quick and simple by creating a bill directly from a purchase order. Create a new sales invoice from a purchase order when you want to onsell goods to a customer.
Stay on top of orders and costs
Stay on top of the entire purchase order process with a complete audit trail in Xero. See exactly what’s been ordered from suppliers, the agreed cost, and where and when to expect delivery.
Simple purchase order software makes it easy to know what’s been done and who’s been involved every step of the way.
Inventory Management
Know your bestselling and most profitable product lines
Use Xero to get an up-to-date view on what your bestselling product lines are. See how much profit you’re making, and use this information to make the right decisions about what to order and how to price it.
Keep tabs on stock quantity and value
Inventory management software tools in Xero let you keep track of stock levels and values on a daily basis. Xero calculates the value of the goods you have on hand using the average cost method.
The simple tracking software is great for independent retailers and wholesalers, or service providers who sell retail items.
Save time with bulk imports
Get inventory in Xero up and running fast by quickly importing large numbers of inventory items from a spreadsheet. We provide a simple CSV template for you to use.