• Section: How To
  • Last updated: June 12, 2019, 4:41 p.m.

Create a Copy

AccountEdge 2015 introduced a new feature called create copy. This lets you create an exact copy of a sale that you've already created and apply it to another customer. This makes it easy to duplicate invoices that have a large amount of line items or that required specific descriptions that you want to match exactly.

To create a copy pull up the original invoice and click on the action button at the bottom left corner of the screen. You'll be presented with the option to "Create Copy"

Once you've clicked this button you'll have the option to choose the customer for which to create the copy. You can edit the memo that is going to be applied to this sale. If you want to apply the new customer's default options to the sale check the box labeled "Use Customer Defaults"

If you checked the box to "Use Customer Defaults" the customer for whom you're creating the copy will have their Salesperson, tax code, shipping method, comment and Invoice Delivery Status applied to the new invoice.

You can also create a copy directly from the Sales Register by selecting the sale you wish to copy and then clicking the create copy button.

NOTE: This feature is also available for vendor purchases and works in the same manner.