Skip the repetition with invoice copies
When you bill the same client regularly for similar products or services — such as monthly retainers, recurring maintenance fees, or repeat orders — you can save time by copying from an existing invoice instead of starting from scratch.
What Gets Copied?
A duplicated invoice retains:
- The same client and their details
- The same line items, quantities, rates, and tax settings
- The same payment account and notes
A duplicated invoice retains the same client, line items, quantities, rates, tax settings, payment account, and notes. The invoice number, invoice date, and due date are set automatically but can be edited before saving.
Perfect for recurring billing — copy last month's invoice and you're ready to send in seconds.
Steps
- 1 Navigate to Finance → Income and open the Invoices tab.
- 2 Click on the invoice you want to copy.
- 3 In the Quick Actions panel, click Duplicate Invoice.
- 4 Review and adjust any fields if needed.
- 5 Click Add Invoice to save.
Frequently Asked Questions
Yes. You can copy any invoice regardless of its status. The new one will start fresh.
No. The original invoice remains unchanged.
Yes. You can select a different client from the dropdown before saving.
What's Next?
- Sending an Invoice via Email — Send it directly to your client
- Recording Payments — Mark invoices as paid
- Adding a Credit Note — Issue refunds or corrections