- On the left-side menu, click Sales > Invoices.
- Click the 'Actions' button next to the invoice you want to duplicate.
- From the drop-down menu select 'Duplicate'.
- You’ll be taken to the duplicated invoice. You can make any necessary edits here.
- Click 'Save'.
- Your duplicated invoice is now saved as a draft. To make further edits, click the 'Actions' button and select 'Edit Draft', or go to the Invoice Tracking section and click 'Edit Invoice'.
- Once you're ready to proceed, click 'Approve Invoice' in the Invoice Tracking section.
- Your invoice will then be finalized and ready to send.
