Duplicating/editing/deleting


You can create a copy of the estimate or invoice using the Duplicate function. Click on the 3-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 3 dots in the upper right corner:

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


keyboard_arrow_left  Managing invoices
How to create invoice templates?  keyboard_arrow_right