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How Do I Copy an Invoice?

APPLIES TO:  Invoices, Estimates Sales Receipts, Sales Orders

 

To copy an invoice to another invoice, estimate, sales receipt or sales order 

From the Manage Account Website on your computer:

  • Click on Invoice on the left navigation
  • When you hit the pencil, the Invoice opens in Edit mode in a new window
  • If you don't see this window, then it might be behind the current browser window
  • But this is not the screen where you will be able to copy
  • From the Edit invoice screen, click on the Back button in the upper left corner
  • That will take you back to the Saved Invoice screen
  • On the Saved Invoice screen, click on the Actions button
  • This opens the Action Bar from the right side of the invoice
  • Then you will see the Copy button
  • InvoiceASAP copies the invoice to the invoice and displays the invoice for you to edit

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