Is there an easy way to create an Invoice or other document on a regular basis?
Yes, there is. Actually there is more than one way. CustomBooks™ provides both a copy feature and the ability to create a recurring template.
Solution #1: Copy
Use this solution if you would like to make a one-time copy of an existing document.
1. Navigate to the List View for the document that you'd like to copy. (for example, Sales → Sales Invoices)
2. Right click on the Document and choose Copy. The copied document will open.
The date will default to today's date and a new document number will be generated.
Right-click a Document then select Copy.
Solution #2: Create a recurring template
Use this solution when you'd like to create a new document from an existing one on a regular, recurring basis.
- Open the document for which you'd like to create a recurring template.
- Navigate to Show > Recurring Templates.
- Then on the new tab that openss up, Create > New.
- Then follow steps on this article on how to create/set a recurring template.
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