Manage your documents

How to duplicate an invoice, quote or receipt

Duplicating makes a new draft from a saved document, which is the quick way to bill a repeat job.

Applies to: Dashboard
Steps: 3
Updated 4 November 2026

What you need

A saved document on your dashboard

Steps

Open Dashboard and find the document in its list: Invoices, Quotes, Receipts, Estimates, Purchase orders or Work orders.
Open the … menu on its row and choose Duplicate.
A message says the new number was created as a draft. Open it to edit.

What you should see

A new draft with the next number and today’s date.

What the copy gets

The copy keeps the client, lines and settings. It takes the next number in your series and today as its issue date. If the original had a due date, the copy keeps the same gap between the issue and due dates.

When to duplicate

Duplicate suits a repeat job where the lines are mostly the same. Open the copy, change the client or the quantities, check the due date, then send it as usual. The original is not touched.

For a fixed schedule

If you bill the same amount on a calendar, recurring invoices do the repeating for you.

Common problems

I made a copy I do not need.
Use Archive in the row menu to move it out of the main list. Void it instead if it was already sent.
The copy went to the wrong client.
Open the draft and change the client before you send it. Nothing is sent until you choose to.