HOW TO: Copy an Invoice to Create a New One

Is saving time high on your list of priorities?

We’re pretty sure it is, so we created a handy “Copy” feature that shaves time off your invoicing process!

Don’t worry, it’s a piece of cake. Here’s how it works.


1. Sign in to Invoice Home here.


2. Choose an invoice you want to copy and click on it. TIP: Pick one with the same customer or similar billing items.

Select the invoice

3. Click the “Copy” tab.

Copy Tab

4. Click the “Copy Now” button.


Copy Now

Voila! You’ve created a brand new invoice with a unique invoice number, and today’s date.


5. To edit the details, just click on the “Edit” tab.

Edit Tab

6. When you’re done, click the “Save Invoice” button at the bottom.

Save Button



Android



1. Open the Invoice Home App.


2. Tap on the invoice you want to copy. TIP: Pick one with the same customer or similar billing items.


tap an invoice

3. Tap “Copy”.


tap edit

Voila! You’ve created a brand new invoice with a unique invoice number, and today’s date.

4. Tap “Edit”.


tap edit” title=

5. Edit the invoice, then tap “Save Invoice”.


tap save invoice” title=



Invoice Home App - iOS



1. Open the Invoice Home App.


2. Tap on the invoice you want to copy. TIP: Pick one with the same customer or similar billing items.


tap copy” title=

3. Tap “Copy”.


tap copy” title=

Voila! You’ve created a brand new invoice with a unique invoice number, and today’s date.

4. Tap “OK”.


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5. Tap "Edit".


tap Edit” title=

6. Edit the invoice, then tap “Save”.


tap save



If you need assistance or have any questions, please email support@invoicehome.com

Thank you for using Invoice Home!

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