Sales Management

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Duplicate a Quote or Invoice or P.O.

If you often or regularly quote or invoice clients or create purchase orders for similar products, it can be useful to duplicate an existing Quote/Invoice/P.O.

On your mobile, open the Quote/Invoice/P.O. and tap the "Duplicate" icon.
In your web account, open the Quote/Invoice/P.O. and select "Duplicate" from the 3-dot menu.

The duplicate Quote/Invoice/P.O. is created with a new number, a Date set to Today and Validity or Due Date to the default setting.
The Client info, list of Products and all other data will be copied over from the original to the new Quote/Invoice/P.O.

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