How to duplicate a document?

Modified on Wed, 26 Oct 2022 at 04:57 PM

Fact offers the possibility to duplicate documents already created for various purposes:

  • Make the same document for the same client
    Example: for a recurring order or billing
  • Make the same document for another client
  • Etc...



The documents that can be duplicated are:

  • Quotation
  • Purchase Orders
  • Delivery notes
  • Invoices


The new document generated after clicking on “duplicate” will always be created in “draft” state.

It will therefore be fully editable and deletable.


There are two ways to duplicate a document:

  • from trading history
  • from document


Duplicate a document from the commercial history

  1. Go to the “Documents” menu
  2. Select the desired document type in the tabs
  3. Then choose the document concerned and click on the icon located at the end of the line then on “Duplicate” 


The new document is thus created in the “draft” state. it is now possible to:


  1. Modify the various information in the appropriate fields, namely:
    • The configuration
    • The recipient customer
    • Payment information
    • The subject of the new document
    • Articles and formatting
    • Footnotes
  2. Do not modify the document and leave it as is
To continue, see the article :
"How to create a quotation?"
"How to create an order form?"
"How to create a delivery note ?"
"How to create an invoice?"


Duplicate document from document

  1. Go to the “Documents” menu
  2. Select the desired document type in the tabs
  3. Click on the document to duplicate to open it, Finally, click on the “Duplicate” button


The new document is thus created in the “draft” state. it is now possible to:

  1. Modify the various information in the appropriate fields, namely:
    • The configuration
    • The recipient customer
    • Payment information
    • The subject of the new document
    • Articles and formatting
    • Footnotes
  2. Do not modify the document and leave it as is
To continue, see the article :
"How to create a quotation?"
"How to create an order form?"
"How to create a delivery note ?"
"How to create an invoice?"

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