Question asked by Paul Taylor 10 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
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:
If you are using our standard navigation the page will look like:
If you are using our minimaal navigation please refer to this screenshot:
I hope that helps!
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