Copy an invoice

You can copy an existing invoice or estimate and use it as a template for a new invoice or estimate.

Mobile

  • Select the invoice you would like to copy from the invoice list.
  • Select Copy Invoice from the menu
  • Select a customer for the new invoice.
  • Tap Save to save the new invoice
 

Windows PC

  • Select the invoice you would like to copy from the invoice list.

  • Click Copy Invoice

  • Choose Copy to Invoice or Copy to Estimate.

  • Select Copy.

  • Choose the customer, and click Select.

  • The new invoice will now open.

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