How to copy as a document from an existing document?
You can copy as a document from an existing document using the following steps in InvoiceOwl:
- Open the right menu and select the document such as Invoices, Estimates, Purchase Order, Credit Memo.
- Tap on the record which you want to copy under the document list.
- Click on the More(three dots) button top right corner prefix to Save and Close blue button.
- Tap on the Copy option and select Copy as Invoice, Estimate, Purchase Order, or Credit Memo in the popup window.
- Checked on Clients, Items, and Attachments that you want to include in the copy.
- Click on the Copy button.