How to duplicate an invoice

When you need another invoice like one you already issued, open the original as a reference and create a new invoice with the same client and line items. See how to use an issued invoice as reference or how to start a new invoice to begin.

Use the original invoice as reference

1. Open Sales and then Invoices.
2. Open the invoice you want to copy from.
3. Note the client, line descriptions, quantities, prices, and VAT settings.

Create the new invoice

1. Select Create invoice from the invoices list.
2. Choose the same client as the reference invoice.
3. Add line items matching the original, adjusting dates, descriptions, or amounts as needed.
4. Review totals and payment terms before issuing the new invoice.
5. Issue the invoice when you are ready to send it to the customer.