You are able to copy any Invoice, Quote or Credit in Workshop Software, this is useful when you need to duplicate a Job with or without associated documents.
- Open the Invoice you wish to copy, if you wish to copy a Processed Invoice you may find it in the Customer or Vehicle records associated, search for the Invoice number or find it in the Recently Completed list on your Dashboard.
- Click the Star icon in the Customer Invoice card then select Copy Invoice from the menu.
- When prompted whether you want to copy the Invoice, select Yes.
- If there are any Attachments to the original Invoice a second prompt will ask if you would like to copy them, selecting Yes will duplicate them on the new Invoice, No will copy the Invoice without Attachments.
- Review the contents of the duplicate Invoice and if correct scroll down and click Save to save the copied Invoice, if you navigate away before saving the duplicate will not be created.
The new Invoice is Open and will have a new Job Card number. If you choose to copy your Attachments they will be shown in the Attachments card.
Good to Know
- Make sure you click Save after the copy is complete. If you navigate away before saving, your changes will be lost.
- The copied Invoice will be a new, separate Invoice – changes to the copy will not affect the original.
- If this is an Invoice you create often for different customers, combine the Copy function with the Change Customer function.
- See Assign an Invoice to a Different Customer for details.
- If copied all attachments from the original Invoice will be duplicated onto the new Invoice.
Related Articles
- Assign an Invoice to a Different Customer
- Edit a Processed Invoice Using the Copy Button
- Add an Attachment to an Invoice
