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Copying an Invoice

If you have to create the same invoice for a customer with no or minor changes, you can use the Copy feature in SlickPie. Simply copy the existing invoice and create a new one.

 

1. Go to Transactions and click Invoices.

 

 

 

2. Select the invoice number you would like to copy.

 

3. Click Copy.

 

 

 

4. A new invoice is created. Make any changes if needed.

 

5. Save it as a Draft or Approve & Send it your customer.

 

 

 

Please note

  • The invoice number is auto generated with the option to change it.
  • New invoice is a copy so you can make any changes you need here before approving it.
  • If this is going to be your regular invoice for the customer, you can mark it as Repeating Invoice. Learn more how to Create a Repeating Invoice.

 

 

  • You can accept payment online through PayPal by selecting Enable Online Payment. Learn more how it works, check Enabling Online Payment.

 

 

 

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