Recording payments on an invoice and generating receipts
Changing the order of items listed on an estimate or invoice
Adding a markup to an estimate or invoice
Adding a discount to an estimate or invoice
Create a copy of an estimate or invoice
Including or excluding a customer signature line on an estimate or invoice
Create an invoice from an existing estimate
Adding a photo to an estimate or invoice
Email tracking

Create a copy of an estimate or invoice

Help Desk

March 11, 2021 00:34
Updated

This article describes how to create a copy of an existing estimate.

1. Tap on ... to switch to the overflow tab.

2. Tap on Estimates & Invoices.

3. Tap on the estimate or invoice you wish to copy.

4. Tap on the overflow button in the top right.

5. Tap on Create a Copy.

6. 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.

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