How to duplicate an invoice as a draft in JobSheet

When to duplicate

Use Duplicate as draft when you need a similar invoice for the same or another customer without editing a sent or paid invoice (those are locked).

For corrections to an issued invoice, use Issue credit note instead of duplicating.

Steps

1. Open the invoice you want to copy.
2. Choose Duplicate as draft (when shown on the detail toolbar).
3. JobSheet creates a new draft invoice with copied title, customer, lines, and dates where allowed.
4. Edit the draft, then Mark sent or Email to customer when ready.

If Duplicate as draft is not on screen yet, create New invoice and copy line items manually from the read-only view.

Tips

• A duplicate gets a new INV- number when issued.
• Deposit and proforma rules still apply. Do not duplicate proforma as final without checking billing summary on the quote.
• Void the duplicate if you created it by mistake before sending.

Related guides

• Create an invoice after a job is done
• Void an invoice
• Issue a credit note