If you have a customer who has a repeat invoice, save time by duplicating the invoice instead of entering all the info twice. Here's how:
For the old invoice layout
- Go to Sales then select All sales (Take me there).
- Find the invoice or estimate you want to copy.
- In the Action column, select the dropdown ▼, then select Duplicate.
- Edit the invoice or estimate as needed, then select Save.
For the new invoice layout
- Go to Sales then select All sales (Take me there).
- Find the invoice or estimate you want to copy and select Edit.
- Select Manage to open the settings panel.
- In the Action box, select the dropdown ▼, then select Make a copy.
- Edit the invoice or estimate as needed, then select Save.
If the customer needs the same invoice regularly, you can set up recurring transactions instead. Or you can create the same invoice for multiple customers.