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:

1. Go to Bookkeeping, select Transactions, then select All Sales (Take me there).
2. Find the invoice or estimate you want to copy.
3. In the Action column, select the dropdown  ▼. Then select Copy. 
4. Edit the invoice or estimate as needed, then select Save.