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:
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From the dashboard, click on "Invoices" to access your list of invoices.
Select the Invoice to Duplicate:
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- 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:
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- 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.
- 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:
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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:
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- 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:
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- After clicking "Duplicate Invoice," it will automatically create a duplicated invoice for you to edit.
- 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.
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- After reviewing or editing the duplicated invoice, be sure to save any changes you've made and prepare it for sending.