How to Duplicate a Recurring Invoice

1. Mouse over the Payments tab in the top menu and click on Income

2. Click on the Invoice tab in the left-hand menu. 

3. Click on the Recurring button located near the top right of the screen. 

 

Note: When duplicating a recurring invoice, the original customer information will not be reproduced on the duplicated invoice. 

 

4. Locate the recurring invoice you would like to duplicate. Once located, click on the row of the recurring invoice.

5. Mouse over the Options button in the top right and select Duplicate

Screenshot (19)

6. Make any necessary adjustments to fields on the invoice creation screen. 

7. Click on the green Save button at the bottom of the screen. Alternatively, mouse over Save and select Save & Send to immediately send the invoice electronically to the customer. 

 

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How to Duplicate Invoices