How do Quotes & Orders convert?

How do Quotes & Orders convert?

Quotes and Orders
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Quotes and Orders are entered as Draft Invoices and Draft Bills, purchase orders are brought across as purchase orders in Xero.
Note that Quotes prior to your selected conversion history start date will not be converted. Also note that due to field and system differences between accounting packages, when Orders are converted to Draft Invoices in Xero the PO Number cannot currently be extracted so you will not see PO Numbers in Draft Invoices.
Item codes come across on approved Invoices and bills. You will NOT receive item codes on credit notes, draft invoices or bills.




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