How to Create Documents from Existing Documents
In EasyBilling, you can create documents from existing documents using two different methods, depending on the scenario:
1. Creating a document from a different document type:
If you need to generate a document, such as an invoice, based on another type of document, like a quotation, you can utilize the “Generate From” button within the document.
Let’s take the example of generating an invoice from a quotation:
- Start by creating a new invoice.
- Within the Invoice window, locate and click the “Generate From” button at the top.
- A document list will appear, allowing you to select the source quotation from which you want to load information.
- After selecting the desired quotation, click the “Load to Document” button at the bottom. The information from the quotation will be loaded into the invoice document.
2. Creating a document from the same document type:
If you wish to duplicate an existing document as a new document, you can utilize the Copy and Paste feature in the document list.
- In the document list, select the document you want to duplicate, then right-click on it.
- From the popup menu, choose the “Copy” option. A brief notification message “Selected document is copied” will be displayed.
- Next, right-click in the document list again, and select the “Paste” option from the popup menu.
- The document will be duplicated with a new document number assigned.
By using these methods, you can efficiently create new documents from existing ones in EasyBilling.