Faster invoicing? Use the ‘Copy’ button. Here’s How.

Published October 09, 2015

You can save yourself a lot of work by using the “Copy” button. How? Easy as pie! How to copy an invoice to create a new one?

Desktop version

1. Select the invoice you would like to copy:

2. On the Invoice Detail screen, click the “Copy” tab:

Select an invoice similar to the one you’d like to create (the same customer or similar items) and click the the invoice number:

3. Click “Copy Now”:

Done! A new invoice number will be generated automatically and the invoice date will be updated. You are free to make any changes or updates to the new invoice you’d like.

Invoice Home app

1. Tap the invoice you would like to copy, and tap “Copy”:

 

  

iOS

   
 

 

   

Android

   
 

 

2. Return to the home screen; your invoice has been copied!

 

  

iOS

   
 

 

   

Android