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.
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.
Tip: Great for recurring orders or when reusing similar invoice structures to save time.
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Reprint Invoice
Where to Find It:
•Go to: Invoice Lookup
•Right-click on the desired invoice.
•Select: Reprint Invoice