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How do I copy an Estimate to an Invoice?

 

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You can copy an estimate to an invoice in two places:

Here's how on the app:

  • From the app's main menu, tap on Estimate List 
  • Select the Estimate you would like to copy
  • Click the down arrow
  • Tap copy on the Action Bar from the right side of the invoice
  • Then you will see the Copy button
  • Copy to a New Invoice
  • InvoiceASAP copies the estimate to the invoice and displays the invoice for you to edit

 

Step-by-step Guide to copy an Estimate to an Invoice on your mobile device 

1. Tap Estimate List

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 2. Select your estimate

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3. Tap the Arrow

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 4. Tap Copy

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5.  Tap New Invoice

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From the Manage Account Website on your computer:

  • Click on Estimates on the left navigation
  • When you hit the pencil, the Estimate opens in Edit mode in a new window
  • On the edit Estimate screen, click on the Menu button
  • This opens the Menu Bar from the right side of the Estimate
  • Then you will see the Copy button
  • InvoiceASAP copies the estimate to the invoice and displays the invoice for you to edit

 

Step-by-step Guide to copy an Estimate to an Invoice on the Manage Account Website

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1. From your computer, log into the InvoiceASAP Manage Account Website

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2. Click Estimates

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3. Click on the Pencil Icon

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4. Click on Menu

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5. Click Copy

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6. Click Invoice

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That's it!

Note that signatures, image and audio attachments are not copied from one document to another.

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3 Comments

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    mike powlas

    That is how I tried and it didn't work

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    mike powlas

    That is how I tried and it didn't work

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    Jennifer Feudi

    Is there a way to keep the have the Estimate Number copy over as the same Invoice Number?

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