How do I Copy an Invoice from Another Invoice?

Updated on April 17, 2018 03:47AM by Admin

Invoices App allows you to issue an invoice indicating the items, quantities and prices for items and services.

Steps to Create an Invoice from Another Invoice

  1. Log in and access Invoices App from your universal navigation menu bar. 
  2. Click on “Create Invoice” button and select “From Another Invoice” from left navigation panel.
    another project 
  3. Select the invoice to create invoice. 
    select invoice

  4. You can view fields are pre populated on the invoice creation page:
    • Customer - Name of the customer will be pre populated. 
    • Contact - Customer’s Contact will be pre populated.
    • Sales Rep - Name of an employee will be pre populated. 
    • Invoice number - This is an auto generated or manually entered number to identify invoice.
    • Invoice Date - Date of Invoicing. 
    • Discount - Either in percentage or fixed. 
    • Payment Term - Select a payment term from predefined list. 
    • PO/WO Number - Number to identify PO. 
    • Template - Select a template from predefined list. 
    • Currency - Select a currency from predefined list. 
    • Notes to Customer - A short description about an invoice.
      from another invoice 
  5. Fill in the services provided:
    • Task Name - Name of task will be pre populated. 
    • Hours - Enter hours spent for task.
    • Rate - Enter rate per hour. 
    • Tax Code - Select a tax code from predefined list.
    • Amount - This field is auto calculated from number of hours spent and rate per hour.
      add task
    • Click on “Add Tasks” to add more tasks.
  6. Fill in the Products/Items Sold:
    • Item Name - Name of an item will be pre populated. 
    • Quantity - Number of items to be invoiced will be pre populated. You are allowed to update this field. 
    • Rate - Rate per item will be pre populated. You are allowed to update this field. 
    • Tax Code - Select a tax code from predefined list. 
    • Amount - This field is auto calculated from the number of items and rate per item.
      add item
    • Click on “Add Items” to add more items.
  7. Click on “Preview” button to preview your invoice before sending to customer. 
  8. Click on “Email Invoice” button to send invoice immediately to customer or click on “Save for Later” button to save invoice.
    from another 

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