You can create recurring invoices or estimates for the same customer to save time.

Here’s how to duplicate an invoice or estimate:

  1. From the left menu, select Sales, then choose All Sales.

  2. Open the invoice or estimate you need to copy.
  3. Select More, then select Copy. (Note: After the invoice or estimate is copied it has a note saying it is a copy.)
  4. Edit the invoice or estimate as needed, then select Save.

Now you know how to duplicate an invoice or estimate.