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info2108
Level 1

Can I copy an invoice and edit it as the next new one?

 
1 REPLY 1
JoesemM
Moderator

Can I copy an invoice and edit it as the next new one?

Yes. You can easily copy the invoice details to your next transaction, info2108. I'll outline the steps to help you create invoices consistently.

 

You can save time by duplicating the invoice instead of entering all the info twice to the same customer. To copy the invoice details, please follow the steps outlined below:

 

  1. Go to Sales and select All sales.
  2. Locate the invoice or estimate you want to copy.
  3. In the Action column, select the dropdown ▼, then select Duplicate.
    2.PNG
  4. A prompt message will display This is a copy. This is a copy of an invoice. Revise as needed and save the invoice.
  5. Edit the invoice as required.
  6. Click Save.
    1.PNG

 

Also, you can send the same invoice to multiple customers by setting up recurring invoices. For more details, open this article: Create the same invoice for various customers.

 

Furthermore, I’ll provide these resources that will assist you in recording customer payments and personalizing sales forms in QuickBooks:

 

 

You can always check the Community page if you require more help duplicating invoices or any QuickBooks-related concerns. I’m here to help. Take care.

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