Scenario: User would like to add Make Copy option on their Invoices to easily create Invoices for the same Customers with same orders.
To resolve this, we need to customize the Invoice Transaction Forms.
Here are the steps we may take:
- Using an Administrator role or any role which has a permission to customize your forms, open an Invoice.
- On the Invoice record, click Customize > Customize Form which is located on the upper right portion of the page.
- On the Custom Transaction Form, click on the Actions > Standard Actions subtab and mark the Show checkbox along with the Make Copy action.
- Then hit Save.
Upon saving, the Custom Transaction Form will now have the Make Copy option under the Actions.
Do you have more tips like this? Comment down below! 😊
