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Extensible Markup Language  |  2003-06-18  |  2KB  |  30 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="biz" tNum="288162" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Create an invoice from an existing one</title><category></category><klink type="prcdr">How do I create an invoice from an existing one?</klink></index>
  4.     <content>
  5.         <extend>
  6.             <tease>Why?</tease>
  7.             <reveal>
  8.                 <p>You can save time by copying a similar existing invoice instead of creating a new one.</p>
  9.             </reveal>
  10.         </extend>
  11.         <ol>
  12.             <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account List</emph>.</li>
  13.             <li>Under <emph>Business Assets</emph>, click <emph>Accounts Receivable</emph>.</li>
  14.             <li>Click the invoice you want to copy. </li>
  15.             <li>Click <emph>Copy Invoice</emph>.</li>
  16.             <li>Make any necessary changes to customer details, including the billing address.</li>
  17.             <li>Click <emph>Edit Item</emph> to change items on the invoice, or click <emph>Add Item</emph> to add new items.</li>
  18.             <li>When you're done with each item, click <emph>Enter</emph>.</li>
  19.             <li>Click <emph>Save and Done</emph> to return to the list of invoices, or click <emph>Save and New</emph> to create a new invoice.</li>
  20.         </ol>
  21.         <p>You can now change the look of the invoice, print it, and send it to your customer.</p>
  22.         <p variant="note"> You cannot copy an invoice with a reimbursable item or a time item assigned to it.</p>
  23.     </content>
  24.     <footer>
  25.         <include href="Changethelookofaninvoiceandprintit.xml#xpointer(*/index/klink)"/>
  26.         <include href="Createacustomerinvoice.xml#xpointer(*/index/klink)"/>
  27.         <include href="Recordpaymentonacustomerinvoice.xml#xpointer(*/index/klink)"/>
  28.     </footer>
  29. </topic>
  30.