Hello, @swapeasy.
You can edit the templates for your Invoices and Sales Receipts to include a custom box that says Copy. This will allow you to determine which Copy is yours to keep and which one goes to your customer. The steps below will show you how:
- Navigate to the Customers tab and press the Customer Center.
- Select an Invoice and click Manage Templates in the top left-hand corner.
- Choose an invoice template, then hit Layout Designer at the bottom of the box.
- Pick Add Text Box and type Copy in the text box.
- Customize the properties as you need.
- Push OK, then OK again to save the changes.
That's all there is to it. Now you have a custom stamp on your invoices, and you can go through the steps again to add one to your sales receipts. You can also upload templates from Microsoft if you need more of a watermark look.
Feel free to hit reply if you have any other questions. I'm always here to help.
