HOW TO: Copy an Invoice to Create a New One

Published July 29, 2021

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.

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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.

3. Click the “Copy” tab.

4. Click the “Copy Now” button.

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.

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

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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.

3. Tap “Copy”.

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

4. Tap “Edit”.

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

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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.

3. Tap “Copy”.

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

4. Tap “OK”.

5. Tap "Edit".

6. Edit the invoice, then tap “Save”.

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