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
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Select the invoice you would like to copy from the invoice list.
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Click Copy Invoice
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Choose Copy to Invoice or Copy to Estimate.
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Select Copy.
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Choose the customer, and click Select.
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The new invoice will now open.