Copy/Clone an Invoice

Another way to create an invoice is to copy/clone an existing invoice to create a new one with similar content. This is especially useful if the invoice you will be creating is going to be the same as a previously created one but with slight differences.

Other than the Invoice Module, you can also print invoices from the customer’s Address Book on the Customer Module,  the Estimates Module through the Invoiced Estimates.

From the Invoices List, find the specific invoice to be cloned. Click on the 3-dot menu and select Copy.

You can also access the copy/clone feature with the invoice open. Go to the Actions button and select Copy from the drop-down.

The invoice copy will be added to the list, next to the original invoice. This will have a new invoice number and due date, based on the customer’s payment terms.

Open the invoice and edit as may be needed.