Yes. Copying an invoice starts a new invoice with the same lines, for the same customer or a different one. It saves retyping when you bill similar work again.
Open the invoice you want to copy and choose Actions › Copy.
In Copy Invoice, choose the customer under To Customer. It starts with the same customer. Click Create Copy.
The Create Invoice page opens, filled in from the original. Make any changes, then click Save Invoice.
What the copy includes
The copy takes the original's lines (item, description, quantity, unit price, discount, tax and any project link), its Subject, Notes, trading term and tax inclusive or exclusive setting.
It gets a new invoice number and today's date, and starts as a draft. The customer contact, currency and invoice template come from the customer you chose.
Keep in mind:
- Prices aren't converted. If the new customer uses a different currency, the unit prices are copied as they are, so check them.
- Copied lines are ordinary lines. Lines that billed timesheets, expenses or fixed amounts become typed lines. The time and expenses stay invoiced on the original, so the copy doesn't bill them again. To bill new work, add it with Add Time, Add Expense or Add Fixed Amount.
- Any invoice can be copied, whatever its status, including a void one. Copying a retainer invoice gives you a regular invoice.
Only Administrators and Finance Managers can open and copy invoices. If your plan's monthly invoice limit has been reached, the copy won't open and Avaza asks you to upgrade.
To send the same invoice on a schedule, set up a recurring invoice instead. Filling out an invoice explains every field, and getting started with invoices covers the rest.