Duplicating/Editing/Deleting


You can create a copy of the estimate or invoice using the Duplicate function. Click on the three-dot button and duplicate the document. After that, the page for editing a new document with automatically prefilled data from the previous invoice or estimate will open.

Editing/Deleting Documents

You can modify or delete the estimate or invoice on the document viewing page by clicking on the three dots in the upper right corner:

You can delete several estimates and invoices at once by selecting them from the list: