Share this link

    How to create an invoice using an already existing invoice

    2744 6 Created on 2022-06-21 09:38:25; Last updated on 2023-08-03 13:01:49

    This is a step-by-step guide to creating an invoice using an already existing invoice as draft. To create such an invoice, follow the steps below:

    • Access the Document Manager app via the sidebar. If the Document Manager app is not in the sidebar, click on All apps and search for Document Manager.
    • Search for the invoice you'd like to use as draft by using the search bar.
    • Once found, click on the invoice line to open the side menu.
    • Click the Use as draft button in the side menu.

    The Create page will open, with the recipient details already filled in. If the new invoice will not be sent to the same recipient, please adjust the recipient field accordingly. Please follow this step-by-step guide to learn how to create an invoice.

    Related Resources:

    6 people found this helpful.

    Related Articles