Copy Invoice Data from Other Jobs

Use the Invoice submodule to copy invoice data from other jobs.

To use Invoice, you must have access to Jobs as defined in User Access Rights under Settings.

To copy invoice data from another job:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the invoice that you want to copy data to from another job.
3. In the left pane, click Invoice.
4. In the left pane, use the drop-down list to select the invoice that you want to copy data to from another job.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to copy data to from another job.
5. Click and select Copy invoice from another job.
6. In the Copy Invoice from another Job dialog box, use the drop-down list to select the client of the job with the data that you want to copy to the invoice.
7. Highlight the job with the data that you want to copy to the invoice.
8. You can select the copy options and additional configurations that you want to copy to the invoice.
9. Click OK.