Duplicate invoices

Duplicate an invoice from a previous invoice

Updated over a week ago

MOBILE APP

  • In the main menu tap Documents and then Invoices

  • Select and tap the desired invoice you want to duplicate

  • Swipe up the lower bar to bring up the whole menu

  • Select Duplicate from the menu

  • A new window appears with all the data from the invoice

  • All data from the previous invoice apart from the dates have been copied to the new invoice. You can set your own date

  • Click on Save when ready - a new invoice with a new number is created

WEBSITE

  • In the Documents section click on Invoices

  • A list of all invoices appears

  • In the list click on ... and select Duplicate

  • The duplication icon is also visible in the invoice preview

  • Select Duplicate

  • A window with an invoice appears - a new document has been created

  • All data from the previous invoice apart from the dates have been copied to the new invoice. You can set your own date

  • Click on Save - a new invoice with a new number is created

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