Invoices > Copying or Duplicating an Invoice

Copying or Duplicating an Invoice

To copy or duplicate an invoice:

1.       From the Finances Main Menu, in the Invoices Module group, click Manage to display the Invoice Data Management Center.

●         Double-click on the Invoice you would like to open.

2.       Click Duplicate in the toolbar of the Invoice screen to display a confirmation prompt.

●         Click Yes to confirm that you would like to duplicate the Invoice.

3.       A prompt displays the Invoice Number of the newly created record.

4.       Click OK.

●         To open the new Invoice, use the Invoice DMC to search for the new Invoice number.

ResultsCRM User Help (August 2018)