How do I duplicate an estimate or invoice?
Updated over a week ago

There are many reasons why you may wish to duplicate and estimate or invoice, and Joist makes it easy to do so.

Here's how:

iOS

First open the estimate or invoice you wish to duplicate, then tap More in the top right corner and choose Duplicate.

An exact copy of the estimate or invoice will appear in the edit view, allowing you to make any changes you might need.

Note that the date will be set to whatever was on the original estimate or invoice, so you may want to adjust this detail if nothing else.

When you are ready, tap Done and the duplicate estimate or invoice will be saved.

Android

First open the estimate or invoice you wish to duplicate, then tap the three dots in the top right corner and choose Duplicate.

An exact copy of the estimate or invoice will appear in the edit view, allowing you to make any changes you might need.

Note that the date will be set to whatever was on the original estimate or invoice, so you may want to adjust this detail if nothing else.

When you are ready, tap the Checkmark and the duplicate estimate or invoice will be saved.

Web

First open the estimate or invoice you wish to duplicate, then click More in the top right corner and choose Duplicate.

An exact copy of the estimate or invoice will appear in the edit view, allowing you to make any changes you might need.

Note that the date will be set to whatever was on the original estimate or invoice, so you may want to adjust this detail if nothing else.

When you are ready, click Save and the duplicate estimate or invoice will be saved.

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