If you often issue similar invoices, such as monthly service charges or repeat client billing, you don’t need to start from scratch each time. Use the Duplicate feature to instantly create a copy of any existing invoice, saving time and reducing entry errors.
Steps to Duplicate an Invoice Record:
Step 1: Navigate to Invoices Go to the top navigation bar, click on More ➡️ Revenue ➡️ Invoice, and open the Invoices Table.
Step 2: Choose One of the Two Ways to Duplicate
Method 1: Using the Three-Dot Menu Locate the specific invoice you want to copy, click the three-dot icon next to it, and select Duplicate.
Method 2: Using the Checkbox Select the checkbox next to the invoice you want to duplicate, then click the Duplicate button at the top of the table.
Step 3: Review and Edit The system will instantly generate a copy of the selected invoice. It will appear right in your table, ready for you to open and edit if needed.