Browse
 
Tools
Rss Categories

How to Duplicate an Invoice

Overview

If a business wants to create a new invoice that has all of the same products as an existing invoice then they can do so using the Duplicate Invoice option. This support article explains how to duplicate the invoice.

How to Duplicate an Invoice

  1. Go to the Point of Sale component
  2. Select the Point of Sale tab
  3. Click the Invoices/Estimates/Quotes button
  4. Find and edit the invoice to duplicate
  5. Click the More Actions menu on the bottom left of the Edit Invoice window
  6. Click the Duplicate Invoice menu option
    1. This will copy the complete invoice including products, client, and event into a new invoice and open that invoice in the New Invoice window
  7. Change the client as necessary
    1. If an event is already selected for the invoice then click the Remove Event button first and then change the client
  8. Click the Save button