Overview
The Copy Invoice feature lets you use an existing invoice as a starting point for a new one. This is especially useful when you bill the same client regularly or offer recurring services — no need to re-enter the same line items, rates, or business details every time.
The copy opens in the standard invoice creation form, fully pre-filled and ready to adjust. The invoice number is left blank so a new one is automatically assigned when you save, and the date is set to today.
How to Copy an Invoice
Step 01: Find the Invoice You Want to Copy
Go to your dashboard, the Manage Invoices page, or open the invoice directly.
Step 02: Click the Copy Button
You can copy from two places: the invoice list (click the copy icon in the actions row for any invoice) or the invoice detail page (click the Copy as New button in the top action bar).
Step 03: Review and Edit the Pre-Filled Form
The create invoice form opens with all the details from the original invoice already filled in. Review each section and make any changes you need — update line items, adjust amounts, change the client, or modify notes.
Step 04: Save Your New Invoice
When you're ready, click Save and Exit or Save and Download. A new invoice is created with a fresh invoice number — the original invoice is not affected in any way.
What Gets Copied vs. Reset
Copied Over
Business info (name, address, logo, signature), client name and address, all line items, notes and currency, payment terms and PO number, discounts and tax lines, invoice template and background image.
Reset for the New Invoice
Invoice number (auto-assigned on save), invoice date (set to today), due date (cleared), status (set to Draft).
Tips
Pro Tip
- Copying an invoice never modifies the original — it creates a brand new independent invoice.
- You can only copy invoices that belong to your account.
- After copying, update the due date and review line item amounts before saving.
- Copying counts toward your monthly invoice quota just like creating a new invoice from scratch.