Income and Expense invoices can be copied so all the details from the original invoice are duplicated on to a new invoice.

For an invoice to be copied, it must be in one of the following statuses:

  • Approved
  • Awaiting Approval
  • Paid
  • Voided

Open the Income or Expense invoice you wish to copy. Click on the right-hand menu and click on Copy Invoice.

See Expense Invoices and Income Invoices for more information on each field.

Note: repeating invoices or credit notes can't be copied.