Copy a Sales Invoice

• When you copy a transaction, you create one copy of the transaction that is displayed.
• When you recur a transaction, you create the same transaction again over a set interval of time. For example, weekly for 6 weeks or monthly for 12 months. Tell me how.
• When you memorize a transaction, you create a template that can be used to create the same transaction over and over without having to re-enter the information. Tell me how.
• You also have the option to broadcast a sales invoice. This means creating the same invoice for multiple customers. For example, maybe you charge the same monthly service fee to many of your customers. You can create an invoice for one customer and then easily create the same invoice for your other customers. Tell me how.

1. Go to Lists>Customers & Sales>Sales Invoices.
2. Select the invoice you want to copy.
3. Click the Copy button.
4. The new invoice opens on the Sales/Invoicing screen.
5. Add or edit the information on the invoice as necessary.
6. Click Save.

Only the following information from the original invoice will be copied to the new invoice:

• Customer
• Bill to information
• Ship to information
• Drop ship designation
• Ship via information
• Terms
• Sales Rep
• A/R Account
• Line items on the Apply to Sales tab
• Information on Withhold Retainage tab (Sage 50 Quantum Accounting)
• Freight
• Notes