If you regularly create invoices that are very similar to each other (for example, a recurring order from one of your customers), you don’t need to enter it from scratch every time. Instead, you can simply copy an existing invoice.

You can copy any invoice, regardless of whether it’s been saved or not. Just open the invoice and choose Save & Copy from the Save button dropdown.

The invoice is saved, and a new copy is created and opened. Note that the copy is saved immediately, so all you need to do is print the invoice or email it to your customer. See Emailing, previewing and printing invoices.

Watch this short video to see how easy it is to copy an invoice.

You can make changes to the copied invoice, as you would for any other invoice. See Creating, editing and deleting invoices. Make sure you save the invoice again after making any changes.

If you’ve accidentally clicked Save & Copy on one of your invoices, you’ll need to delete the new copy that was created. You can do this by finding the new invoice in the Invoices list and deleting it. See Creating, editing and deleting invoices.