Tips & ideas for using the SE mgmt software

Duplicating an Invoice

Duplicating an Invoice

Postby » Wed Feb 08, 2017 3:31 pm

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?
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Re: Duplicating an Invoice

Postby Rich » Thu Feb 09, 2017 5:29 am

If the invoice with the needed information is already 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.

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Re: Duplicating an Invoice

Postby liljoe » Fri Feb 10, 2017 7:24 am

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.
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