ACCOUNTING: Quotes, Invoices & Purchase Orders | Klipboard Help Center

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ACCOUNTING: Quotes, Invoices & Purchase Orders

ACCOUNTING: Quotes, Invoices & Purchase Orders

Setup Quotes, Invoices & Purchase Order Templates, & Various Settings, Xero Integration & Reports.

11 articles

Setup Quotes, Invoices & Purchase Order Templates, & Various Settings

Setup Payment & TaxesPayment and tax templates for use when creating quotes and invoices

Setup Quote, Invoice & Purchase Order TemplatesFormat Quote, Invoice & Purchase Order Template Design

Setup Email Templates For Quotes, Invoices & Purchase OrdersFormat Email Templates For Quotes, Invoices & Purchase Orders

Setup Disclaimers For Quotes, Invoices & Purchase OrdersHow to create and add Disclaimers.

Xero Integration

Getting Started With Xero Integration

Invoice ReportingSystem Reports

Quote ReportingSystem Reports

Create / Edit A Quote / Convert Quote to Job

Copy Quote To Purchase OrdersCopy The Inventory Product Lines Items From Your Quote Directly To A Supplier Purchase Order or Multiple Supplier Purchase Orders

Create / Edit An Invoice

Purchase Orders

Create / Edit Purchase OrdersCreate Purchase Orders, approve and send directly to your suppliers