Duplicate and copy quotes and invoices

29 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.

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

More popular articles

The super quick way to show you’re a pro

18 November 2019

Why it pays to quote in order

7 November 2019

The A, B, C… and D of grading customers.

31 October 2019

Freedom from paperwork

YourTradebase – one quick, easy app that frees you from paperwork and lets you get back to the job you love.
Try us free for 14 days.

 

Easy setup • No credit card required • No strings attached