Cloning an Invoice

← Editing Invoices

Certain business use cases require an invoice to be cloned. Cloning an invoice creates a copy of the current invoice in the status Draft. By default, the copied data includes:

• the account,
• the invoice template,
• contact data (if available) and
• the invoice line items.

Upon cloning, you can modify this data as required.

To clone an invoice:

1. Open the invoice you want to clone.
2. Click Clone.

3. Modify the data as required.

   The mandatory information include the account to which the new invoice will be related and the invoice template used to render the PDF copy.

4. Optionally, select/deselect the invoice line items.

5. Click Clone.

   This creates a cloned draft copy of the current invoice, opening it in the detail view, ready for being edited as required.