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