Invoice Lookup: Right-Click Actions

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New Invoice Based On This Invoice

You can quickly create a new invoice using an existing invoice as a reference. This is useful when customers place repeat or similar orders.

 

Pin Note Where to Find It:

 

•Go to: Invoice Lookup

•Right-click on the desired invoice.

•Select: New Invoice Based On This Invoice

 

✅ What It Does:

• Automatically copies all item lines and details from the original invoice into a new invoice form.

• You can then make changes before saving—such as quantities, prices, or customer information.

 

clip0002 Light Tip: Great for recurring orders or when reusing similar invoice structures to save time.

 

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Reprint Invoice

Pin Note Where to Find It:

 

•Go to: Invoice Lookup

•Right-click on the desired invoice.

•Select: Reprint Invoice

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