Create a copy of an estimate or invoice
Learn how to create a copy of an estimate or invoice
- Tap on Estimates & Invoices.
- Tap on the estimate or invoice you wish to copy.
- Tap on the action button in the lower left hand corner.
- 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.