Invoices

How to copy as a document from an existing document?

Last updated: March 27, 2024

You can copy as a document from an existing document using the following steps in InvoiceOwl:

  • Open the right menu and select the document such as Invoices, Estimates, Purchase Order, Credit Memo.
  • Tap on the record which you want to copy under the document list.
  • Click on the More(three dots) button top right corner prefix to Save and Close blue button.
  • Tap on the Copy option and select Copy as Invoice, Estimate, Purchase Order, or Credit Memo in the popup window.
  • Checked on Clients, Items, and Attachments that you want to include in the copy.
  • Click on the Copy button.