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October
October
When I received a invoice from a repeat supplier with similar charges I would look at apass invoice and use save & copy function to duplicate that invoice. this allowed me to change Inv #, date, description and amounts then save as the new Invoice. saving alot of typing/time. Why is this no longer working??
November
November
Hi @PatD-RE
Welcome to the Community Forum. It sounds like your Essentials may have been updated recently if you're not seeing the option.
There is an improved function to duplicating invoices in the new version, which is called Recurring Transactions. You can do this by clicking on the Save as recurring option when creating an invoice (then setting the Frequency to never).
See Help Article: Recurring transactions for more information on that topic.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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