Duplicating Invoices

The following article offers a quick guide on how to duplicate an invoice in TMetric. This can save time, reduce errors, and ensure consistency, especially for recurring or similar invoices.

Note: This option is available to a workspace owner or an admin on the Business and Professional plans.

An invoice can be duplicated regardless of its status. There are two ways to duplicate an invoice: from the Invoices page or directly from the View Invoice page.

To duplicate an invoice

1. In the sidebar, click Invoices.

2. In the list of invoices, find the invoice you want to duplicate.

3. Click the overflow menu icon next to the invoice and select Duplicate from the drop-down list.

4. A new invoice is created based on the selected invoice, copying its main data.

To duplicate the invoice you are viewing, click the overflow menu icon in the upper-right corner of the invoice and select Duplicate. A new invoice opens in preview draft mode with the same data as the original (client, project, taxes, discounts, currency, etc.). You can edit any information if needed.