Duplicating Invoices

The IntakeQ invoicing system allows you to create a duplicate, or copy, of certain invoices. These are invoices that are not attached to appointments or packages, so it'd be used for invoices created manually for products, services without an appointment, or custom line items.

To duplicate an invoice, open the invoice and select "Actions > Copy Invoice". You can then choose to create the copy for the current client, or a different client.