Showing results for 
Search instead for 
Did you mean: 

How to duplicate an invoice or an estimate

You can create recurring invoices or estimates for the same customer to save time.

Here’s how to duplicate an invoice or estimate:

  1. Go to the Sales menu and select All Sales.
  2. Open the invoice or estimate you need to copy.
  3. Select More, then select Copy. (Note: After the invoice or estimate is copied it has a note saying it is a copy.)
  4. Edit the invoice or estimate as needed, then select Save.

Now you know how to duplicate an invoice or estimate.

Was this helpful?

You must sign in to vote, reply, or post