Creating an Invoice or other documents on a regular basis

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.
  1. Open the document for which you'd like to create a recurring template.
  2. Navigate to Show > Recurring Templates.
  3. Then on the new tab that openss up, Create > New.
  4. Then follow steps on this article on how to create/set a recurring template.