Duplicate an invoice

Start a new invoice from an existing one to save time when you bill the same items again.

If you often bill the same items, you can copy an existing invoice instead of starting from scratch.

Duplicate an invoice

1. Go to Invoices and find the invoice you want to copy.
2. Open the actions menu and select Duplicate.
3. The invoice builder opens with a new draft. Choose the customer or customers to bill.
4. Check the dates and details, then issue, schedule or save the invoice.

You can duplicate an invoice in any status, including completed and canceled invoices.

What's copied

The new draft keeps the items, discounts, surcharges and taxes, the message to your customer and any recurring settings from the original.

These are not copied, so you'll set them again:

• The customer
• The issue, due and notify dates, which start at today's date
• Internal notes
• Service For on each item

Need help? Email support@finli.com.

Updated October 22, 2026