Duplicate an Invoice

When you need to create a new invoice that is similar to one you have already issued, you can duplicate it instead of starting from scratch. The duplicate function creates a new draft that copies all positions, discounts, VAT exemptions, and settings from the source invoice — saving you time and reducing errors.

When to Use Invoice Duplication

Duplicating invoices is useful in many common scenarios:

• Recurring services: You bill a customer for the same services every month (e.g., hosting, consulting retainer, maintenance)
• Similar projects: A new project has the same positions as a previous one, with minor adjustments
• Correcting a sent invoice: You need to issue a revised invoice with the same line items but different dates or amounts
• Seasonal billing: Quarterly or annual invoices that follow the same structure each period

Best Practice

For truly recurring invoices with identical amounts each month, consider duplicating the most recent invoice and adjusting only what has changed. This is faster than creating from scratch and ensures consistency.

How to Duplicate an Invoice

You can duplicate invoices from two locations: the Invoice List page and the Customer Detail page.

From the Invoice List

1. Navigate to the Invoices page
2. Hover over the invoice you want to duplicate — action icons appear on the right side of the row
3. Click the duplicate icon (two overlapping documents)
4. A confirmation dialog appears showing the source invoice number
5. Click "Duplicate" to confirm

From the Customer Detail Page

1. Open the customer whose invoice you want to duplicate
2. Scroll to the Recent Invoices table in the Overview tab
3. Click the duplicate icon in the Actions column of the invoice row
4. A confirmation dialog appears showing the source invoice number
5. Click "Duplicate" to confirm

After confirmation, you are automatically redirected to the new invoice where you can review and adjust the copied data.

What Gets Copied

The duplicate function copies all relevant invoice data to the new draft:

Copied Fields

Category	Fields
Customer	Customer, customer address
Positions	All line items with title, description, quantity, unit, net price, tax rate, discount, VAT category code, and linked product
Discounts	Position-level discounts (type, value, amount) and invoice-level discounts (description, percentage, amount)
VAT Exemptions	All VAT exemption records (category code, reason code, reason text)
Payment	Bank account, payment terms
Settings	Invoice template, contact person, currency, invoice type
References	Order number, customer order number, metadata

Reset Fields

These fields are not copied from the source — they are set to fresh values:

Field	New Value	Reason
Invoice number	"DRAFT"	A real number is assigned when the invoice is finalized
Status	DRAFT	The duplicate is a new editable draft
Invoice date	Today	Reflects the actual creation date
Benefit period (start/end)	Today	Should be adjusted to the new billing period
Due date	Recalculated	Based on the payment terms and today's date
Paid date	Empty	The new invoice has not been paid yet
PDF / XML files	Empty	No documents have been generated yet
VAT Breakdown	Recalculated	Rebuilt from scratch based on the duplicated positions

Invoice Number

The duplicated invoice starts as "DRAFT". A final invoice number is automatically assigned when you finalize and send the invoice, following your configured numbering pattern.

Not Copied

• Attachments: File attachments from the source invoice are not carried over. Upload new attachments if needed.
• Email history: Sending history and delivery status belong to the original invoice only.

After Duplicating

Once the new draft is created, you will typically want to:

1. Adjust dates: Update the benefit period to reflect the new billing period
2. Review positions: Add, remove, or modify line items as needed
3. Update amounts: Change quantities or prices if they have changed
4. Preview: Generate a PDF preview to verify everything looks correct
5. Send: Finalize and send the invoice to your customer

Always Review Before Sending

Even though the duplicate copies all data accurately, always review the new invoice before sending. Dates, quantities, or prices may need updating for the new billing period.

Duplicating from Any Status

You can duplicate invoices regardless of their current status:

Source Status	Can Duplicate?	Use Case
Draft	Yes	Copy a draft you are still working on
Sent	Yes	Create a follow-up invoice based on one already sent
Paid	Yes	Repeat a previously paid invoice for a new period
Canceled	Yes	Reuse the structure of a canceled invoice

The new invoice is always created as a DRAFT, regardless of the source invoice's status.

Reference Links

• Create & Send Invoice — Full invoice creation workflow
• Discounts & Exemptions — How discounts and VAT exemptions work