You can create recurring invoices or estimates for the same customer to save time.
Here’s how to duplicate an invoice or estimate:
- Go to the Sales menu and select All Sales.
- Open the invoice or estimate you need to copy.
- Select More, then select Copy. (Note: After the invoice or estimate is copied it has a note saying it is a copy.)
- Edit the invoice or estimate as needed, then select Save.
Now you know how to duplicate an invoice or estimate.