Duplicating an invoice with a similar scope, costs, and deliverables is a quick way to create a new invoice. By creating a copy, you retain the structure, parts, and pricing while making necessary adjustments to match the new project requirements.
This can be done by navigating to the Actions button, select Create a Copy, you will then be prompted to input the Invoice Title and click Create Copy. This will then create a copy within the same project number for you to edit, update and release.
If you find yourself frequently duplicating invoices, consider saving as a template for ease of reference. Templates can streamline your workflow and allow them to be viewed and used by the entire team. More information can be found within this Knowledge Base Saving an invoice template.
