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Copying an Invoice or Estimate

If you have a previously saved invoice or estimate that closely matches a new invoice or estimate you want to create, you can make a copy of it

To make create a new invoice or estimate from an existing one:

1. In the Invoices dialog box, click Copy From.
2. In the Search Criteria Selection for Invoices dialog box, specify information in the filters at the top of the dialog box.
   To view only the invoices or estimates dated within a specific date range, specify the date range.
3. After changing the search criteria, click Find at the bottom of the dialog box.
4. To copy an invoice or estimate, select it in the list and then click Select.
   This creates a new invoice or estimate with a new number and today’s date that duplicates the other information from the existing invoice or estimate.