Using Existing Invoices as Templated for new ones
Is it possible to copyan existing invoice to use as a template for a new one?
70
196
cbS1aOuW0r4yUOacwZ5xHE
02/09/12 3:02am PST
Viewed by asker 03/12/12 9:22am PDT
Viewed by asker 03/12/12 9:22am PDT
2 Replies
mmanju
Questions asked: 3
Questions answered: 1730
Points earned: 6971
Questions answered: 1730
Points earned: 6971
Allstar
Advisory council of community power users.
02/09/12 3:11am PST
The solution
| Open the Old invoice that you want to copy |
| Then Go To Edit> Duplicate Invoice |
| Make any changes in content , date or invoice Number & save the Invoice |
| The Invoice is copied & made |
| In case you want a recurring invoice , you could Memorize it for future use as follows: |
| Go To Edit>Memorize Invoice |
| You could enter the periodicity, next date etc & use this for future Invoicing |
| If this post answers your question, please give a “thumbs up” or mark this “Solved” else feel to free to ask more questions |
Manju
02/13/12 7:45am PST
Latest post
Thanks mmanju!
Next time I'll search the help provided properly, and save kind people like yourself the trouble of answering questions which I could have found the answer to myself!
Thanks for responding though, it is much appreciated!
Pete
