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Duplicate (copy) a form

You can duplicate forms such as estimates, purchase orders, credit memos, and invoices.

To do this task

  1. Open the estimate, invoice, or other form you want to duplicate.

  2. Go to the Edit menu and click Duplicate (form name).

A new form window opens containing the identical information as the original. Only the form number will change. Duplicated forms are marked as Active and retain the date of the last recorded transaction.

Note: If you are duplicating forms for multiple customers or vendors, you cannot print them as a batch. You must go to each duplicate and print it separately.

See also

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PPRDQSSWS900 9142 Pro 2018 edaf68