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 download:
- Find the Invoice you wish to download from the list.
- Click the ellipsis menu (…) next to the Invoice.
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- 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.
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Alternatively, you can also access the “Download Invoice” option within the Invoice details page under the “Save Invoice” dropdown.