To test this feature, visit your live site.

Create an Invoice from a Quote, Estimate, Work Order or Template

Admin · 2018-12-11T01:13:52.245Z

1. Open the original quote, estimate, work order or template 2. Tap the document type and number button (see image) and choose Copy as... 3. Choose the new document type. A new document of the specified document type is created. 4. Tap Save The original document will not be modified.

in Sales

Open the original quote, estimate, work order or template
Tap the document type and number button (see image) and choose Copy as...
Choose the new document type. A new document of the specified document type is created.
Tap Save

The original document will not be modified.

0 comments

Comments

Commenting has been turned off.