How to copy as a document from an existing document?

InvoiceOwl is providing a facility to you that you can copy as an invoice, estimate, purchase order, or credit memo from an existing document using the following steps: 

  • Click on the More button on the document screen at the bottom right corner.
  • Tap on the Copy option in the popup window.
  • Select any one from drop-down options such as Invoice, Estimate, Purchase Order, or Credit Memo.
  • Tap on the Client, Items, and Attachments if you want to include details.
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