By using the BILLY billing module, you can duplicate an invoice in just a few moments. You save time by reusing already filled-in information.
How to duplicate an invoice?
By going to the "Revenue" page, you will find the complete list of all your invoices. You can view them using the small eye icon on the right 🧐
If you created your invoices on BILLY, you have the option to duplicate an invoice via the 3 small dots and then the "Duplicate" option.
All the data entered in the initial invoice will be copied and entered into the new invoice. However, you can change any of the information (client, lines, amounts,...) to suit your needs. The date of the invoice will not be filled in, and you will need to specify it at the "Date" step 📅
This feature is very handy if you want to use an invoice as a template for creating another invoice and you often create similar invoices.
Once the invoice is finalized, all that's left is to validate and send your invoice 🙂
To find the complete invoice creation guide, follow this link 👈
See you soon 😀