Create a copy of an estimate or invoice
Learn how to create a copy of an existing estimate or invoice
- Tap on … to switch to the overflow tab.
- Tap on Estimates & Invoices.
- Tap on the estimate or invoice you wish to copy.
- Tap on the overflow button in the top right.
- Tap on Create a Copy.
- A copy of the estimate or invoice will be made with a new document number and the same line items. Any photos or signatures from the original estimate will be removed.