Can't believe there is no simple way to copy/duplicate an invoice. Each month I find myself having to open separate windows to copy all of the details from last month to this month. This should be an easy one guys! Would be so good to just hit a button that says "Duplicate" and then update things like dates, amounts etc. instead of starting from scratch.
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3 comments
Hazim Alalwani
I think this can do the trick, click on sheet view and right-click on the invoice line you want to duplicate
Wayne Gadd
Agree 100%.
Also to have an Invoice template of line items frequently sold so you can just open the template, add client details and adjust line item quantities.
Nadim
Hi Alistair, Hazim's answer is the way to do it. Go to Sheet View -> right click on an invoice > Duplicate.
We will be adding this functionality in the normal list view as well in the future.
Comments
3 comments