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Copy an Invoice

The copy invoice feature allows you to create a new invoice by reusing the field data in an existing invoice.

  1. From anywhere in the Collaborati application, select the Invoices tab.
  2. To copy an invoice from the Track Invoices screen, click the Copy Invoice button next to the desired existing invoice.
  3. To copy an invoice from an invoice view, (and create a new invoice with the same field data), click the Invoice No. from the Track Invoices screen. Click the Copy Invoice link and edit the desired fields.

NoteThe invoice number will be copied with an additional "Copy(1)" or "Copy(#)" suffix.

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