Copy a System Invoice

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Module:  Utilities    

Applet:  Invoice Design

 


Description: How to Copy a System Invoice.

 

Layouts between reports can be similar. An easy way to design a report that is similar to another, is to first create the report through the wizard.

Step 1 - In the Invoice Design applet, click System Invoice Copy.

Copy System Invoice 1

 

Step 2 - Select the system invoice to copy and hit the Copy button. The invoice will then appear in the Invoice Designs.

Note: When a system report is copied, It shows up as a separate "User-Defined" report in the Main Invoice selection (Projects module/Billing Tab).

Copy System Invoice 2