You can easily duplicate an invoice into an estimate in Moon Invoice by following the steps below.
- Open the Moon Invoice application on your device or tap on this link.
- From the main menu on your left, go to Sales ➜ Invoices.
- Click on the Invoice you want to duplicate.
- On the right-hand side, click the three-dot icon (⋮) and select Duplicate, then choose As Estimate.
- A dialog box will appear asking if you’d like to copy the Terms & Conditions and Notes. Select the options that best meet your needs.
- Navigate to Sales ➜ Estimates - you’ll find the duplicated estimate listed there.
Comments
0 comments
Please sign in to leave a comment.