Web Instructions
- Navigate to the Invoices page.
- Search for and select the invoice you need to copy.
- Select Options.
- Select Copy Invoice.
Mobile Instructions
- Navigate to the Sales page.
- In the Invoices section select View all.
- Search for an select the invoice you need to copy.
- Then tap the ... icon near the top middle of the screen.
- Select Duplicate Invoice.
Note: A copied invoice is a new, standalone invoice. It retains the original description and line items but is not linked to the source quote and won’t appear in the quote’s linked invoices or reduce its remaining balance. To reissue an invoice created from a quote, open the quote and select Copy to Invoice again instead of copying the invoice.
Additional Information
See here for more info on invoices: Copy a Quote To an Invoice
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