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Is it possible to create a Sales Invoice template with specific items pre-selected?


#1

I would like to create a sales invoice whose items will all be pre-selected but where the customer will vary and where the quantity will vary.

Specifically, I run a business where I need a monthly invoice consisting of a rental item, and two other items, e.g. electricity and water.

I know it does not take long to pick each item, but it still takes time, especially if you have large numbers of invoices.

Is it possible to have a pre-populated sales invoice where all you do is change the customer name and quantity?


#2

There is a “clone” button when viewing existing sales invoice. It can be used to copy information from an existing invoice to new one.


#3

Thank you - yes I discovered this a few moments after I had sent my message. I did not realise that View had other options.