In KLARA you have various options to copy or move a document.
All processes are carried out via the menu item "Order management".
The first option is to go to “Orders” and select and open the desired order from which you want to copy the document and switch to the “Documents” tab.
Depending on the document you have created, you can choose between Offer, Confirmation, Delivery notes or Invoice; the process is always the same.
If you now want to copy, for example, the document “invoice”, you have to click on the 3 dots at the top right and then on “Create”. Now you can decide which document you want to create based on the selected invoice, choose it and you will get a completely identical invoice with the same customer and article, which you can now also edit if you want.
You will then see the old and the new (copied) invoice listed under the order.
Another option would be to move a document via drag & drop. You can for example take the offer and move it via drag & drop to the invoice field and KLARA will create an invoice, which you can also edit if you want. The original document is not lost, but an invoice will be created based on the offer. You can proceed that way with every kind of document and, for example, also create an offer from the invoice.
If you do not want to have one of the copied invoices in the same order, you can click on the 3 dots again and this time on "Move". If there are already existing orders for that client, you have the option to select them now or you create a new order. You will then receive the message from KLARA that the order number of the document will change as well.
You now have a new order with a new order number on the document and find the order listed under "Orders".
As a third option you can open any tab – Offers, Delivery notes, Confirmations, Invoices/credit notes – under the menu item “Order management” and select the document you want to copy or move. The process is always the same: Select the document you want to copy, click on the 3 dots and then on “Create” or “Move”, depending on what you like to do with the document.