If a customer should get the same invoice as last time, for example an annual membership fee or rent, you don't need to write it again. With New invoice like this you get a copy with the same customer, lines and texts, which you can adjust before sending.
How to copy an invoice
Go to Customers → All customers and click the customer. The Invoices tab opens with all of the customer's invoices.
Click Actions on the right of the invoice you want to copy.
Choose New invoice like this.
The Create invoice form opens with the content of the old invoice. Go through the dates and texts (see below).
Click Send invoice, or Save draft if you want to send it later.
The screenshots show the app in Norwegian.
Check the dates before you send
The copy keeps the dates from the old invoice. Change these before you send:
Invoice date and Due date – in the Billing data tab.
The delivery date – this is in a separate tab, Order delivery. It is the date field at the top of the tab, labelled Delivery.
The delivery date must be on the invoice when you invoice businesses, and it should match when the goods or service were delivered – not last year's invoice.
What else should I check?
Message – update the year or period if it appears in the text.
The lines – price and quantity may have changed since last time.
Delivery and E-mail in the Billing data tab – check that they are still correct.
Use the Preview tab to see the invoice as the customer will receive it, before you send.
Related
When should you contact us?
If something is missing from the copy, or the invoice looks different than expected: send us the client name, the invoice number you copied from, and preferably a screenshot.