How to Duplicate Invoices

FINSYNC allows users to duplicate existing single-use invoices as well as recurring invoices to help save time when it comes to managing your business.

The Duplicate feature of FINSYNC's invoicing system allows you to create identical copies of any existing Invoice in the system, even if already paid. This feature is supported for one-time invoices and also recurring invoices. 

Follow the steps outlined below to duplicate a one-time 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. Locate a one-time invoice that you would like to duplicate. Once located, mouse over the (3 dot) ellipses at the far right of the row and select Duplicate.

 

4. You will be redirected to the New Invoice invoice creation screen. You will notice that all details, including: Amount, Customer, Description, Line Item, etc. have been replicated on the new invoice. The issue date will automatically update to the date when the duplicate invoice is created.

Note: Any attachments of the original invoice will be reproduced on the duplicate invoice. Be sure to remove these if not needed on the new invoice.

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

6. 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. 

 

The functionality described above applies to recurring invoices as well. Follow the steps outlined below to duplicate a recurring invoice: 

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

1. Navigate to the landing page for Invoices (steps 1-2 above). 

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

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

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

Follow Steps 5-6 from above to complete the duplication of the invoice.