In this article, we'll explain to you how you can copy an invoice in Teamleader Focus. This functionality can be very useful if you need to invoice the same products to the same costumer or if you had to create a credit note and need to create the invoice again.
You can easily copy an invoice by selecting the invoice and clicking on the three dots next to 'Info'> Create copy.
Teamleader Focus will automatically create a draft invoice with the date of today and will copy the following items:
- Company entity
- Customer
- Attn.
- Currency
- Lay out
- Bank account
- Payment terms
- Discount
- Items on the invoice
You can always make changes to the invoice by clicking on the pencil next to 'Contents' or you can just book the invoice by clicking on 'book'.
If you want to find out how to copy a deal, please read this article. If you want to copy a quotation, read this article.