To duplicate a quotation:
- Go to the “Invoices” section:
- On the left sidebar, click on “Invoices” to view the list of invoices.
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- Select the invoice to duplicate:
- Find the quotation you wish to duplicate from the list.
- Click the ellipsis menu (…) next to the invoice.
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- Duplicate the invoice:
- In the drop-down menu, click on “Duplicate Invoice.”.
- A duplicate of the selected invoice will be created, and you can then edit or send the duplicated invoice as needed.
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Alternatively, you can also access the “Duplicate Invoice” option within the Invoice details page under the “Save Invoice” dropdown.