How to duplicate an invoice or an estimate
If you have a customer that has a repeat invoice, save time by duplicating the invoice instead of entering all the info twice. Here's how:
- Go to Bookkeeping, select Transactions, then select All Sales (Take me there).
- Find the invoice or estimate you want to copy.
- In the Action column, select the dropdown ▼. Then select Copy.
- Edit the invoice or estimate as needed, then select Save.