To duplicate a customer invoice, go to Customers > Invoices and locate the required invoice to copy.

There are two options available:

• Use the spill menu beside the invoice and select Duplicate from the expanded menu.
• Open the invoice and select Duplicate from ...More Options in the toolbar.

The notification window opens and requires further details.

• Date: the date of the original invoice is included, edit if required.
• Documents/Images: Choose if these are also to be copied.
• Custom Fields: Choose if these are also to be copied.
• Copy pricing/costs: create a new invoice using the same pricing and costs as the original invoice.
• Update pricing/costs: create a new invoice using current pricing costs for the items on the invoice; prices are updated in line with with the customer's default price level.

Choose either Copy or Update pricing/costs to continue.

The new invoice opens with a new invoice number. A message below the Invoice date advises the original invoice information, and confirms the pricing mode.

Details throughout the invoice can continue to be edited, or Post to complete the transaction.