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Frequently Asked Questions

Can I copy/duplicate Invoices?

If you're sending your Clients Invoices which are the same or similar to Invoices you've previously created, you may just want to duplicate an Invoice to save time. This way, there is no need to recreate the entire Invoice, including the Invoice Style and Items again! To do this, follow these steps:

  1. Head to your Invoices section, and scroll down to All Invoices (below the 'Recently Updated' section).
  2. Select the Invoice you wish to duplicate, select the Action button above, and click on Duplicate:
    Duplicate button on invoice list page. 

You'll then be taken to the New Invoice screen, and the Invoice you'll be editing will contain exactly the same information (like the Invoice Style and Items) as the Invoice you chose to duplicate.

Note: The new Invoice will have a brand new Invoice Number. 

Now you can change the Client, or any of the Invoice information before sending.

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