Duplicate an Invoice

You can duplicate an existing invoice to save time and reduce errors.

Duplicate an Invoice From Dashboard

Watch this video to see how to create a duplicate of an invoice.

To duplicate an invoice:

1. Log in to the Dashboard.
2. Click on Invoices.
3. Search for the invoice for which you want to create a duplicate copy using the search criteria.
4. Click on the Invoice ID.
5. On the right-hand side panel, click the Duplicate Invoice button.

This duplicates the invoice.

Edit a Newly Created Invoice

To edit a newly created invoice:

1. In the New Invoice draft view, make the necessary changes. For example, you can choose a different Item or change the billing address.
2. Click Save to save the invoice as a draft or click Finalize and Issue to save and issue the invoice to the customer.