Duplicating an Invoice

Save time by copying an existing invoice to quickly bill the same client with similar details.

Skip the Repetition with Invoice Copies

Billing the same client regularly for similar products or services? Copy from an existing invoice instead of starting from scratch. This is especially useful for monthly retainers, recurring maintenance fees, subscription renewals, or repeat orders where the details stay largely the same.

What Gets Copied?

When you duplicate an invoice, Officaid creates a new draft with the following details carried over:

The same client and their billing details
All line items, including descriptions, quantities, rates, and tax settings
The selected payment account
Any notes you added to the original invoice, including Internal Notes word for word (for example, a reference to the quotation the original came from)

What Gets Reset?

Certain fields are updated automatically to reflect the new invoice:

Invoice Number is generated based on your numbering sequence
Invoice Date defaults to today's date
Due Date also starts at today's date, not at your payment terms, so set it before saving

You can edit any of these fields before saving if you need different values.

Check the Due Date on every copy. If you leave it as today, the new invoice is saved as Due Today, whatever your usual payment terms are.

Credit notes and write-offs on the original invoice are not copied. The new invoice starts with no activity.

Perfect for recurring billing. Copy last month's invoice, verify the details and the due date, and you're ready to send.

How to Duplicate an Invoice

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 as needed, such as quantities, and set the Due Date for your payment terms.
5 Click Add Invoice to save the new invoice.

Looking for your most recent invoice to a specific client? Use the search bar or filter by client name to find it quickly.

Frequently Asked Questions

Can I duplicate a paid invoice?

Yes. You can duplicate any invoice regardless of its current status, whether it's a draft, sent, paid, or even written off. The new invoice will start as a fresh draft with no payment history attached.

Will the original invoice be affected?

No. The original invoice remains completely unchanged. Duplicating creates an independent copy that you can modify without impacting the source document.

Can I change the client on the duplicated invoice?

Yes. Before saving, you can select a different client from the dropdown. This is useful when you offer the same package or service to multiple clients.

Can I duplicate an invoice from a different currency?

Yes. The duplicated invoice will retain the original currency. If you need to change it, select a different currency from the Invoice Currency dropdown before saving.

What's Next?

Now that you've duplicated your invoice, explore these related guides:

Sending an Invoice – Email it directly to your client with the PDF attached
Recording a Payment – Mark invoices as paid when you receive funds
Adding a Credit Note – Issue refunds or make corrections to existing invoices

invoicing billing time-saving