NOTE: The Duplicate option isn’t available in Sage 50 Accounts Essentials.
Duplicate as Quotation
Create a new quotation based on the item you've selected. For example, you can duplicate an invoice as a quote.
Duplicate as Sales Order
Create a new sales order based on the item you've selected. For example, you can duplicate an invoice as a sales order.
Recurring items
If you regularly invoice your customers, you can save time by memorising an invoice to reuse it. You can set up items to post when you run the Recurring items option.
You can use this option to generate credit notes based on the content of existing invoices. You can create credit notes for updated and non-updated invoices.
Quick print
You can use Quick Print to print invoices, quotations and orders with just one click.
Before using Quick Print you must specify your required layout in Settings, then Invoice and Order Defaults.
Print
To print an invoice, select it from the list, then click Print. You can choose from a range of layouts or create your own to suit your business needs.
You'll need an email address stored on the relevant customer's record. You also need to set up the email options you want on the layouts used to generate the documents.