Quikk tracks which Xero user makes updates to this type of record.
The following elements are tracked in the Quotes endpoint:
| Field | Information |
|---|---|
| Contact | See Contacts |
| Date | Date quote was issued - YYYY-MM-DD |
| Expiry Date | Date quote expires - YYYY-MM-DD |
| Status | DRAFT, DELETED, SENT, DECLINED, ACCEPTED or INVOICED |
| Line Amount Types | Exclusive, Inclusive or NoTax |
| Line Items | The Line Items collection, see below |
| Sub Total | Total of quote excluding taxes |
| Total Tax | Total tax on quote |
| Total | Total of Quote tax inclusive (i.e. Sub Total + Total Tax) |
| Total Discount | Total of discounts applied on the quote line items |
| Updated Date UTC | Last modified date UTC format |
| Currency Code | The currency that quote has been raised in |
| Currency Rate | The currency rate for a multicurrency quote |
| Quote ID | Xero generated unique identifier for a quote |
| Quote Number | Unique alpha numeric code identifying a quote |
| Reference | Additional reference number |
| Branding Theme ID | See Branding Themes |
| Title | The title of the quote |
| Summary | The summary of the quote |
| Terms | The terms of the quote |
| Field | Information |
|---|---|
| Description | The description of the line item |
| Quantity | Line Item quantity |
| Unit Amount | Line Item unit amount |
| Item Code | See Items |
| Account Code | See Accounts |
| Line Item ID | The Xero generated identifier |
| Tax Type | Used as an override if the default Tax Code for the selected Account Code is not correct |
| Tax Amount | The tax amount is auto calculated as a percentage of the line amount based on the tax rate |
| Line Amount | The line amount reflects the discounted price if a Discount Rate has been used i.e Line Amount = Quantity * Unit Amount * ((100 - Discount Rate)/100) |
| Discount Rate | Percentage discount being applied to a line item |
| Tracking | Section for optional Tracking Category |