Client Invoicing
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      How to Copy an Invoice

      Learn more about how to copy your invoices into new projects and shops.

      On this page:

      How to copy an invoice into a new project

      How to copy an invoice into a new shop

      How to copy an invoice into a new project

      To copy your invoice into a new project:

      1. Click Actions > Copy Invoice
      2. Select Invoice from the "Type" drop-down
      3. Select a new client to assign the new project to (optional)
      4. Give the new project a name
      5. Click the box next to "All Products" if you would like to copy the entire invoice, or uncheck the box to select specific products to copy over
      6. Click Copy

      Copying an invoice will create a new, separate project where the copied invoice is stored. Copied invoices cannot have bills and commissions. If you require bills and commissions, copy the sales order and upgrade it to an invoice.

      Users need permission to Create/Modify Invoices to copy invoices to a new project or shop.

       

      How to copy an invoice into a new shop

      To copy an invoice into a new shop:

      1. Click Actions
      2. Click Copy Invoice
      3. Select Shop from the "Type" drop-down
      4. Click Create Shop under the correct shop type from the slide-out menu 
      5. Select a new client (optional)
      6. Give the new shop a name
      7. Click the box next to "All Products" if you would like to copy the entire invoice, or uncheck the box to select specific products to copy over
      8. Click Copy

      Products copied to a shop will automatically display the product's default size, color, and pricing.

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