PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Invoices > Invoice How To's > Copying an Invoice
Copying an Invoice

You can copy an existing invoice, linking it to the same session or to a different session/client. This will copy all the order information. Here's how:

  1. Open the invoice you want to copy.

  2. Go to File menu and click Copy Invoice.

  3. Choose whether the new invoice should be linked to the same session or a to different session/client. To link the invoice to a different session, you'll need to search to find the right client and then choose the appropriate session. The session number will be then be displayed next to the Search button.

     

  4. Click OK to create the new invoice.

  5. Both the old and new invoice records will be open for additional modifications. Note: Depending on the client you selected, the invoice records may look identical (except for the invoice number)! You'll see "New Invoice" at the top of the new invoice record.

  6. Save and close both invoices when finished.



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