Change Contact When Duplicating Financial Document

  • Updated

There are occasions when you are invoicing more than one customer for precisely the same thing. To make life easier, you can simply duplicate financial documents or Sales Opportunities and change the contact and delivery site.

Please note that the only exception to this is Purchase Orders, which have been excluded because of the stock movement element of their process.

Simply click on the Duplicate icon and then add the name of the Contact:

Financial - 176.png

Financial - 177.png