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How do I copy an Estimate to an Invoice?

It's very simple to copy an estimate to an invoice:

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
  • 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

 

STEP 1

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STEP 2

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STEP 3

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STEP 4

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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
  • 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 Estimate screen, click on the Back button in the upper left corner
  • That will take you back to the Saved Estimate screen
  • On the Saved Estimate screen, click on the Actions button
  • This opens the Action 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

 

 

STEP 1

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STEP 2

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STEP 3

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STEP 4

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STEP 5

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STEP 6.

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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

  • 0
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    mike powlas

    That is how I tried and it didn't work

  • 0
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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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