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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 the Sales menu and select All Sales..
  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.

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