In this, we'll cover

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  • Copying Normal Invoice.

  • Copying Recurring Invoice.

  • Copying Child Invoice.

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Steps to Copy an Invoice

You can copy/duplicate an invoice just like a proposal. If the user wants to share the same invoice with the customer making changes in the previous one, the user needs to follow the following steps:

  • Navigate to the Invoice Module.

  • From the invoice list, Select the invoice that you need to copy and click on the ellipsis icon ( The three dots) given at the end of the status column.

  • Select copy invoice from the option list.

  • This will copy the entire invoice with the same Invoice template, Same Payment agreement, Same Payment methods, and Item table.

Copying Recurring Invoice- Parent

You can copy recurring invoices, For which you need to follow the steps as follows:

  • Navigate to the Invoice Module.

  • From the invoice list, select the recurring invoice that you need to copy and click on the ellipsis icon ( The three dots) given at the end of the status column.

  • Select copy invoice from the option list.

  • This will copy the entire invoice with the same Invoice template, Same Payment agreement, Same Payment methods, and Item table.

Copying Recurring Invoice - Child

You can copy recurring child invoices, For which you need to follow the steps:

  • Navigate to the Invoice Module.

  • From the invoice, list selects the Child invoice that you need to copy and click on the ellipsis icon ( The three dots) given at the end of the status column.

  • Select copy invoice from the option list.

  • This will copy the entire invoice with the same Invoice template, Payment agreement will be one time, the Same Payment methods, and the Item table.

Note: This will copy the child invoice as a Normal invoice having a one-time agreement

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