Duplicating an Invoice

[hshubert22@gmail.com]

Is there a way to duplicate an invoice in order to create a new one? There are several occasions when we are doing the same project for a customer and I just need to duplicate that information rather than having to type it all in again?

[Rich]

If the invoice with the needed information is already run...you will have to open the invoice with the information you need.

Highlight all of the information you wanted to copy; then use Ctrl+C (or Edit menu Copy). Then close that invoice. Open the RO/Estimate that you need to put the information into, then use Ctrl+V (or click on EDIT (very top, to the left) and click Paste. That should copy the info into that RO/Estimate.

Oh yeah, Welcome to the forums!

[liljoe]

One other thing to ponder is that you can create a canned job for the operation and have it readily available when you need to use it.