Using the BILLY invoicing module, you can duplicate an invoice in just a few clicks. You save time by reusing information that's already been filled in.
How do I duplicate an invoice?
Go to the "Income" page to 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 in BILLY, you can duplicate an invoice using the 3 dots menu and then selecting the "Duplicate" option.
All the data entered in the original invoice will be copied and carried over to the new invoice. You can still edit any of the details (client, line items, amounts, etc.) to suit your needs. However, the invoice date will not be pre-filled — you'll need to enter it at the "Date" step 📅
This feature is really handy if you want to use an existing invoice as a template for creating another one, especially when you regularly issue similar invoices.
Once the invoice is finalised, all that's left to do is validate and send it 🙂
To find the complete guide on creating an invoice, follow this link 👈
See you soon 😀