Duplicate/copy prior quotes or invoices

Purpose

1.1. To automate the process of duplicating or copying previous quotes or invoices in auto repair shop systems, minimizing manual data entry, accelerating workflow, and reducing errors.
1.2. Purpose includes repetitive work automation, consistency in billing formats, supporting quick customer turnarounds, and facilitating reporting by maintaining templates based on previous records.
1.3. Automatedly enables staff to pull historical quotes or invoices, update minor details, and generate new documents in seconds.

Trigger Conditions

2.1. Initiated when a user selects "Duplicate" or "Copy" on a prior quote/invoice in their system interface.
2.2. Triggered via API call through a CRM or accounting software following completion of a repair order.
2.3. Triggered by scheduled batch processes for recurring corporate billing or quoting tasks.
2.4. Automated trigger when a customer requests a repeat service via web portal.
2.5. Activated upon status change in digital workflow boards (e.g., moving a job from “Quote Pending” to “Quote Approved”).

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Use the Invoice API (Create Invoice from Duplicate); configure endpoint to fetch invoice/quote ID and issue POST to /invoices/duplicate.

3.2. Xero
• Feature/Setting: Auto copy function using the "Create Invoice" endpoint with data pulled from an existing invoice ID.

3.3. FreshBooks
• Feature/Setting: Use "Duplicate Invoice" function via API; configure automation to trigger POST /invoices/{invoiceid}/duplicate.

3.4. Zoho Books
• Feature/Setting: Automate "Recurring Invoice" or "Clone Invoice" API, using the /invoice/clone endpoint with source invoice ID.

3.5. Wave
• Feature/Setting: Use Invoices API; automate by retrieving prior invoice and sending data to /businesses/{business_id}/invoices endpoint.

3.6. Sage Business Cloud Accounting
• Feature/Setting: "Copy Sales Invoice" API function; automate with POST to /sales_invoices/{id}/duplicate.

3.7. MYOB
• Feature/Setting: Invoice endpoint; configure copy function using /Sale/Invoice/Service/{InvoiceID}.

3.8. Microsoft Dynamics 365
• Feature/Setting: Use "Clone Invoice" action in Finance and Operations APIs; trigger via Power Automate.

3.9. Salesforce
• Feature/Setting: Use Opportunity or Invoice object; automate via Flow Builder to duplicate records on trigger.

3.10. Odoo
• Feature/Setting: Use "Duplicate" in Invoicing module via RPC API; configure with invoice ID.

3.11. NetSuite
• Feature/Setting: Use SuiteScript or REST API to copy existing transactions; endpoint POST /record/v1/invoice.

3.12. RepairShopr
• Feature/Setting: Automate "Duplicate Invoice" via /api/v1/invoices/{id}/copy endpoint.

3.13. Jobber
• Feature/Setting: Use Quotes API; configure automator to POST /quotes/{quote_id}/duplicate.

3.14. ServiceTitan
• Feature/Setting: Invoice automation via API; use /invoices/clone function in integration settings.

3.15. Invoice Ninja
• Feature/Setting: "Clone Invoice" API endpoint; POST /invoices/{invoice_id}/clone to automate duplication.

3.16. Square
• Feature/Setting: Automate with Invoices API, using source invoice ID to create a copy via /v2/invoices.

3.17. Intuit API
• Feature/Setting: Use the Automate “Create Invoice from Estimate” endpoint via API for repeat jobs.

3.18. Stripe
• Feature/Setting: Invoice API; use existing invoice object and replicate with modified parameters in automation.

3.19. SAP Business One
• Feature/Setting: Automate through Service Layer /Invoices endpoint, using CopyFrom functionality.

3.20. Bill.com
• Feature/Setting: Bills and Invoices API; automate by duplicating invoice object via POST /Invoices/Copy.

Benefits

4.1. Automates repetitive data entry, freeing staff for value-added activities.
4.2. Automation reduces manual errors in recurring quotes or invoices.
4.3. Accelerates service workflows and improves customer response times.
4.4. Automating copying of records standardizes billing and quoting formats.
4.5. Automator maintains historical accuracy by cloning existing line items and terms.
4.6. Enables scalable, automatable workflows as business volume grows.
4.7. Reduces training time by simplifying quote/invoice creation process automatedly.
4.8. Ensures fast compliance for contract, warranty, or service recall tasks.
4.9. Seamlessly integrates with other automatable processes such as reminders and notifications.
4.10. Provides quick auditing and tracking by systematically linking new and prior documents through automation.