Copy Invoice (New Design)

Step 1. Login to the application using valid credentials.

Step 2. Navigate to the Invoice module.

Step 3. Click on the three-dot menu next to the desired invoice and select the "Copy" option.

You will be redirected to the Copy Invoice screen.

Step 4. Choose one of the following actions:

Click on "Save as Draft" to save the invoice without sending it.

Click on "Send by Mail" to email the invoice.

Step 5. Upon clicking "Send by Mail", a success message will appear, or you will be redirected to the preview screen.

Updated on: 23/06/2025