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Duplicate/Re-order An Invoice
Duplicate/Re-order An Invoice
Softlock Vs Hardlock when doing a re-order
Softlock: Softlocking is what Teesom does in the background once a quote has become an invoice, this means that when you do a re-order Teesom will get new costs and prices and re-calculate the price
Hardlock: Hardlocking is when you or someone else in your company manually locks the pricing, this means that when you do a re-order Teesom will not update the pricing and re-calculate the price
Hardlock: Hardlocking is when you or someone else in your company manually locks the pricing, this means that when you do a re-order Teesom will not update the pricing and re-calculate the price
You Duplicate/re-order an invoice from either the job board or on the invoice.
To duplicate/re-order an invoice from the job board, click on the “Action” dropdown then select “Re-order“
To duplcate/re-order the invoice on the invoice itself click on the hamburger menu then select “Re-order”
After you re-order the invoice, a duplicate will be created as a quote and open in a new tab:
You can now void the old order that you duplicated:
- Click on the invoice status dropdown -> select “Voided”
- Enter a reason for the void
- Click “Save“
