Fact offers the possibility to duplicate documents already created for various purposes:
Make the same document for the same client
Example: for a recurring order or billingMake the same document for another client
Etc...
The documents that can be duplicated are:
Quotation
Purchase Orders
Delivery notes
Invoices
The new document generated after clicking on “duplicate” will always be created in “draft” state.
It will therefore be fully editable and deletable. |
There are two ways to duplicate a document:
from trading history
from document
Duplicate a document from the commercial history
Go to the “Documents” menu
Select the desired document type in the tabs
Then choose the document concerned and click on the icon
located at the end of the line then on “Duplicate”
The new document is thus created in the “draft” state. it is now possible to:
Modify the various information in the appropriate fields, namely:
The configuration
The recipient customer
Payment information
The subject of the new document
Articles and formatting
Footnotes
Do not modify the document and leave it as is
To continue, see the article :
"How to create a quotation?"
"How to create an order form?"
"How to create a delivery note ?"
"How to create an invoice?"
Duplicate document from document
Go to the “Documents” menu
Select the desired document type in the tabs
Click on the document to duplicate to open it, Finally, click on the “Duplicate” button
The new document is thus created in the “draft” state. it is now possible to:
Modify the various information in the appropriate fields, namely:
The configuration
The recipient customer
Payment information
The subject of the new document
Articles and formatting
Footnotes
Do not modify the document and leave it as is
To continue, see the article :
"How to create a quotation?"
"How to create an order form?"
"How to create a delivery note ?"
"How to create an invoice?"