How to Create Documents from Existing Documents

In EasyBilling, you can create documents from existing documents using two different methods, depending on the scenario:

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:

1. Start by creating a new invoice.
2. Within the Invoice window, locate and click the [Generate From…] button at the top right corner.
   
3. A document list will appear, allowing you to select the source quotation from which you want to load information.
   
4. 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.

Duplicate Existing Document

If you wish to duplicate an existing document as a new document, you can utilize the Copy and Paste feature in the document list.

1. In the document list, select the document you want to duplicate, then right-click on it.
2. From the popup menu, choose the “Copy” option. A brief notification message “Selected document is copied” will be displayed.
   
3. Next, right-click in the document list again, and select the “Paste” option from the popup menu.
   
4. 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.