How to re-use an invoice

How to copy an invoice, how to duplicate an invoice, how to re-use an invoice

Yzza avatar
Written by Yzza
Updated over a week ago

You can re-use an invoice and even edit it before sending it out to the same or another client. Simply open the invoice you'd like to re-use and click the Copy button. From here you can either just resend the invoice, or edit it first. This can save you a lot of time if you tend to send identical or even very similar invoices to clients!

STEP BY STEP

  1. Open the invoice you'd like to duplicate or copy

  2. Click Copy

  3. Make the necessary edits and adjustments. Remember to check everything before sending, especially the contact and email address you'll be sending to!

  4. Click Save, Send Invoice at the bottom and follow the normal procedures to send an invoice

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