Please add the ability to locate an existing A/R invoice and duplicate it as a starting point for a new invoice.

This would allow users to reuse a prior invoice as a template—including line items, descriptions, quantities, pricing, tax settings, and optional fields—while changing the Customer ID, invoice date, and other needed details before posting.

This would be especially useful for similar invoices issued to different customers, reducing manual entry, saving time, and helping prevent data-entry errors. The duplicated invoice should receive a new invoice number and remain unposted until it is reviewed and saved/posted. It would also be helpful to use this feature during Recurring Charges creation.

by: Kevin O. | about a day ago | Financial Management