Articles for service business owners

 

Duplicate and copy quotes and invoices

29th April 2015

Duplicate your paperwork with the new ‘Copy’ function for quotes and invoices.

To start copying your paperwork, click the ‘more‘ button from any quote or invoice (you’ll find it next to the ‘edit’ button), and click ‘Copy

Select who the customer of the duplicated quote or invoice is and all the paperwork details will be copied over for you.

Screen Shot 2015-04-29 at 17.51.02

Paperwork copying is available now from YourTradeBase.


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


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