Copy an invoice
You can copy an existing invoice or estimate and use it as a template for a new invoice or estimate.Mobile
- Select the invoice you would like to copy from the invoice list.
- Select Copy Invoice from the menu
- Select a customer for the new invoice.
- Tap Save to save the new invoice
Windows PC
Select the invoice you would like to copy from the invoice list.
Click Copy Invoice
Choose Copy to Invoice or Copy to Estimate.
Select Copy.
Choose the customer, and click Select.
The new invoice will now open.