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Copying an invoice format

To copy an invoice format

  1. From the > Setup menu, click General > Invoice Formats.
  2. View invoice formats in the list window differently, if needed.
  1. Click the invoice format you want to copy, and click Copy.
  2. Change the description to the name of the new invoice format.
  3. Make changes to the invoice format, as needed.
  4. Click Save.

 

 

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