You can create a duplicate invoice and modify it, @kellyr2.
If you want to create an invoice for a repeat customer, you can duplicate the invoice instead of adding all the information again.
Here's how:
- From the left menu, go to Bookkeeping, then click Transactions and choose All Sales.
- Locate the invoice to copy
- Select Copy from the dropdown under the Action column.
- Modify the invoice and click Save.
You can also do it from the Sales page and choose All Sales.
If you want to create the same invoice regularly, you can read this article to guide you in creating recurring transactions: Set up recurring transactions.
Let me know if you need further assistance in managing invoices. I'm always here to help. Have a great day.
