How to duplicate an invoice

Follow these steps to easily duplicate an existing invoice, allowing you to create a new invoice with similar details and save time when billing your clients.

 

Access the Invoices Page:
    • From the dashboard, click on "Invoices" to access your list of invoices.

      Select the Invoice to Duplicate:

  • Locate the specific invoice that you want to duplicate from the list. You can identify it by its title and details.

Duplicate from Invoice List:
    • Hover Over Invoice: Hover your mouse pointer over the invoice you want to duplicate. An option to "Duplicate Invoice" should appear. Click on it to proceed.


Duplicate from Invoice Page:
    • Click on Invoice: Alternatively, you can click on the invoice title itself. This will take you to the invoice's dedicated page.

      Duplicate Invoice Button:

  • Once on the invoice page, look for a button or option that allows you to duplicate the invoice. This button is typically labeled as "Duplicate Invoice."

 

Edit the Duplicated invoice:

    • After clicking "Duplicate Invoice," it will automatically create a duplicated invoice for you to edit.
  • If needed, you can make any necessary adjustments to the duplicated invoice. This includes modifying client details, payment terms, or line items.
Save Changes or Send:
    • After reviewing or editing the duplicated invoice, be sure to save any changes you've made and prepare it for sending.