Copying quotes that have been invoiced

Question asked by Paul Taylor 5 years ago

I wonder of there is any way to copy a quote that has been accepted an invoiced?

Once the quote has been invoiced - it appears that you cannot copy it - as a repeat quote for repeat orders etc.

Thank you in advance for your insight.

Kindest regards

Paul

1 Reply

Hi Paul,

As I understand you have a quote which has been accepted and then from that you have created an invoice which has been paid. What you would like to do is then copy that quote for future use?

The steps to achieve that are as follows:

  1. Navigate to Sales > Quotes > Invoiced
  2. Locate the quote you would like to copy
  3. Click the 'Copy quote' icon from the last column. (The icon of two pages overlapping)
  4. Edit if necessary and then save

If you are using our standard navigation the page will look like: file

If you are using our minimaal navigation please refer to this screenshot: file

I hope that helps!

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