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cathy102
Level 1

How do you create a copy on an invoice for editing in the new version?

In the previous version I could create a copy of an invoice then edit date and sometimes amount but all the details remained the same . I do not see an option for that now?
1 Comment 1
KayePe
QuickBooks Team

How do you create a copy on an invoice for editing in the new version?

In the new invoice layout, you can see the Make a copy option in the Action tab, @cathy102. I'll clear this out to you.


You can now find the Make a Copy option in the Action tab, which allows you to duplicate an invoice and send it to the same customer or another one with any necessary modifications. Let me show you how:
 

  1. In the created invoice, click Manage from the upper options.
  2. Choose the Action dropdown box.
  3. After that, hit Make a copy.
  4. Edit the details if needed, then pick Review and send.

 

MAKE A COPY.png

 

Additionally, you can also duplicate invoices from the Sales tab. Here are the steps for that:
 

  1. Tap the Sales tab in the left panel.
  2. Go to Invoices, then decide on an invoice you want to copy.
  3. Tick the dropdown and select Duplicate.
  4. Modify the invoice transaction if needed, then choose Review and Send.

 

DUPLICATE.png

 

For assistance with entering invoice payments in QBO once they have been paid from your customer, you can refer to the following guide: Record invoice payments in QuickBooks Online.


Know that Community Space is here 24/7 to assist you. If you need further help with handling invoices, keep us updated. Take care!

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