Copy a Quote or Invoice to Another Customer

Copy a Quote or Invoice to Another Customer

Orchid POS allows you to exactly replicate (except for serial numbers) any quote or finished invoice to another customer.

To reference the original by number:

  • Go to the POS menu on the top of your Orchid POS home page > Manage Invoices, then click the RECALL QUOTE OR PREVIOUS INVOICE button.


  • Enter the quote or invoice number and then click SEARCH & RECALL.


  • All items including their quantity and price will be transferred to a new invoice in Point of Sale.

To copy a quote or invoice while reviewing the original:

  • Review the quote or invoice from customer history, customer open quotes, or Manage Invoice page by clicking on the quote or invoice number.
  • Use the Action menu and select Copy This.
  • All items including their quantity and price will be transferred to a new invoice in Point of Sale.

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