If you often issue similar invoices, such as monthly service charges or repeat client billing, you don’t need to start from scratch each time. Use the Duplicate feature to instantly create a copy of any existing invoice, saving time and reducing entry errors.
Steps to Duplicate an Invoice Record:
Navigate to the Data Table section in the sidebar and click on the Invoices Table.
Select the checkbox next to the invoice you want to duplicate.
Locate the Row Action menu and click on the dropdown.
Choose Duplicate from the dropdown menu. The system will instantly generate a copy of the selected invoice.
A copy of the invoice will appear in your table, which you can then edit if needed.