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Note: WorkingPoint does not copy the history or payment information. You can't copy an invoice and save it if doing so would cause the available quantity of an inventory-tracked item to fall below zero or exceed any plan limits. |
You can copy an existing invoice to save time. By copying an invoice, you don’t have to re-enter the information on the invoice. For example, suppose you have a customer who buys the same items every month. You could copy a prior invoice. Then you can make changes as needed, like changing the date or the quantity ordered. When you make a copy, WorkingPoint enters the next invoice number in sequence.
To copy an invoice:
Click the Invoices tab to open the Invoices List.
Open the invoice you want to copy by clicking the Invoice link in the Invoice column.
Click Copy Invoice.
Enter the date. WorkingPoint calculates the Due Date from the date you enter here and your invoice payment terms you set up in your Settings.
Make any changes, such as quantity or adding additional items.
Click Save Invoice.
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Note: WorkingPoint does not copy the history or payment information. You can't copy an invoice and save it if doing so would cause the available quantity of an inventory-tracked item to fall below zero or exceed any plan limits. |
