How to use Copy document function

Owned by Veronika Zagrapanova (Deactivated)
Feb 15, 2021
2 min read

Overview

This document is as a quick reference to use copy document function.

Copy document function

  • We have posted sales invoice but then we´ve found out that there is an error in quantity for example

  • Type Sales credit memo into search box and click on the link

  • Click on +New

  • Click Enter to create blank sales credit memo

  • You can either fill in all customer information or use copy document function to copy information from existing document you want to correct

  • Go to More options → Actions → Functions → Copy Document

 

  • Insert information about the document you want to correct:

    • Document type

    • Document No.

  • The document has been copied and can be posted