Huge Collections of Software Manuals and Knowledgebase

GreatManuals.com
Huge Collections of Software Manuals and Knowledgebase

 
Home Contact Us Request to publish your help manuals Request to remove your help manuals
Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Copy Existing Invoice

There maybe times when you have a repeat order from a customer. This might be a one-off so wouldn't warrant setting up a recurring invoice.

Copy Invoice

In this case it is possible to simply select an invoice and click on the "Copy Invoice" link on the menu bar

Invoice/Credits

You will then be presented with an exact replica of the invoice where you can make additional changes if required. Once you have finished click on the Save button where a new invoice with the next invoice number will be created.

Home | Contact Us | Request to publish your help manuals | Request to remove your help manuals