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Duplicate an invoice, smart proposal, or itinerary

Comments

9 comments

  • Robin Allen-Gray

    Hello, I'm not trying to duplicate an invoice I'm trying to delete it out and replace with a new invoice for the same client....

    -2
  • Chelsey Moise

    Hi Robin! You can learn more about how to delete or expire an invoice in this help guide: Expire or delete an invoice

    If there have been payments made on the invoice already, it is not able to be deleted but can be expired. :) 

    0
  • Jo Wheeler

    When I try to duplicate a smart proposal:

    - The field 'where to create duplicate proposal' only lists groups, not individual trips. 

    - I am only able to duplicate it in the same trip, not a different trip

    - The original Proposal Intro isn't duplicating.

    Help? Thanks.

     

    0
  • Alan

    Hi Jo! I've responded to the support ticket you've sent in with some recommendations :) 

    0
  • Sheena Fortune

    Good Day, I am trying to duplicate an invoice so that all travelers can pay on their trip separately and not share an invoice. The bookings are made via a group page registration link. Please assist, thank you.

    -1
  • Heather Jaynes

    Hi Sheena! I'll be responding to your personal support ticket since this is related to your personal booking set up :)

    0
  • Yolanda Jones

    Hello, 

    I have the same question as Sheena Fortune above. I want to duplicate the invoice for the other person in the room. How do I do this? I'm setting up a new group but struggled with the last group I did. I had a work around but wanted to make my life simple for the next one. 

    Thank you,

    1
  • Alan

    Hi Yolanda!

    If your clients are also booking via a group booking page, you'll want to have each of the roommates book separately, and then put them in the same room as seen in the first section of this guide. 

    If they've already booked and they're on a single invoice, that is covered in the same guide. Scroll down to the section called "Split an existing invoice between roommates" and you'll find instructions! 

    0
  • Jasmine Hylton

    i dont have a duplicate button, not sure why. 

    -1

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