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.
Paperwork copying is available now from YourTradebase.
By Adam Austin
Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com
