Duplicating Sales Invoices

You can create a sales invoice by duplicating an existing sales invoice. This will create a new “In Progress” sales invoice with the same information but with a new sales invoice number.

Note: Sales invoices with status "In Progress", "Completed", or "Posted" can be duplicated.

To duplicate a sales invoice:

1. Navigate to the detail page for the sales invoice you want to duplicate.
2. In the Sales Invoice’s Lightning page, Click Duplicate. The existing sales invoice is duplicated and a new sales invoice is created with a new sales invoice number. All information from the Related tab and the Product line tab are copied to the new sales invoice. The Vendor Invoice Number Is copied with the Duplicate prefix.

Note: The Transaction Number, Invoice Number, Invoice Status, Payment Status, and Outstanding Value fields are not copied to the new sales invoice.