How Do I Copy an Invoice in Dynamics 365?

You can copy an invoice in Dynamics 365 by creating a new invoice and then copying the details from the original invoice. Here's how to do it:

Creating a New Invoice

1. Navigate to the Sales module: Go to the Sales area in Dynamics 365.
2. Open the Invoice list: Select "Invoices" from the left-hand menu.
3. Create a new invoice: Click the "New" button to create a blank invoice.

Copying Details from the Original Invoice

1. Open the original invoice: Find the invoice you want to copy and open it.
2. Copy relevant information: Select the details you want to copy, such as the customer name, invoice date, line items, and totals. You can use the "Copy" command in your browser or select the information and right-click to copy.
3. Paste the copied information: Switch back to the new invoice and paste the copied information into the corresponding fields.
4. Review and save: Double-check the information and make any necessary adjustments. Save the new invoice.

Note: Copying details from the original invoice can be a time-saving method. Be sure to verify the information before saving the new invoice to ensure accuracy.