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If you have already created your invoice, To use step 3, you would go back to New Invoice > go through the normal steps 1 and 2 to find your records and then use Step 3 to choose the invoice that the records are going to be added to (rather than them creating their own invoice) - see more at How do I add more records to an existing bill? |
This is especially useful if you need to add in more records to existing invoices.
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