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    Duplicate a Customer Invoice

    Duplicate allows you to copy the existing details of a customer invoice onto a new invoice and is available for both Posted and Unposted invoices.

    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.

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