01
Lines copied
Behind Kate's question, the 4 lines are copied from QUO/7534 onto a draft in Xero.
Nothing retyped from the quote
Behind the message, 11:05
Quote to invoiceChat · Kate Lowe, 11:05Live
Open the quote
Copy the lines
Save the draft
Ask
quotes
The accepted quote, now the invoice.
Ask for the invoice once the field service work is done. The accepted quote's lines are copied onto a draft in Xero. Ask in Teams and the draft is read back, with the customer and the total, before it sends. You approve it, and it is emailed to the customer from Xero.
Centrus chat, with accounts
KLKate LoweAccounts
Today
Type a message…
- who asks
- Sales and estimatingFinance
- works with
Xero- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
From the quote to Helen's inbox.
Kate asks for Riverside Care's lounge lighting invoice on Tuesday. This is the lines being copied, the check, and the email from Xero.
01
The lines copied across
Behind Kate's question, the 4 lines are copied from QUO/7534 onto a draft in Xero.
Nothing retyped from the quote
Works with Xero02
Checked before it sends
Sarah asks on Teams who it is for. Helen Ward, a draft for £1,400 + VAT, copied from the quote.
Checked before it goes
Works with Teams, Xero03
Emailed from Xero
Kate approves the draft. INV-2053 is emailed to Helen Ward from Xero, at the quoted price.
Billed at the price agreed
Works with Xero
Behind the message, 11:05
Quote to invoiceChat · Kate Lowe, 11:05Live
Open the quote
Copy the lines
Save the draft
01 / 03
01 / 03
before and after
The same accepted quote, two ways.
Riverside Care's lounge lighting, QUO/7534, accepted and finished, invoiced by Kate on Tuesday 20/10.
The lines
Without Centrus: Retyped from the quote, one by one
With Centrus: Copied from QUO/7534 onto the draft
The total
Without Centrus: Easy to miss a line
With Centrus: £1,400 + VAT, the same 4 lines
Checking
Without Centrus: Compared with the quote on paper
With Centrus: The draft read back before it sends
Sending
Without Centrus: Emailed from Xero by hand
With Centrus: Emailed to Helen Ward from Xero
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Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Accepted Xero quote turned into an invoice" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing