sign up
sign up

How to duplicate invoices

Academy page

Save time when invoicing

If you need to send a similar invoice that you have previously sent, you can utilise Sole's "Duplicate" function to save you time

When you duplicate an invoice, it creates a new invoice but keeps all the previously created information in tact. You can then easily update only the required fields (e.g. Client name or Invoice description)

This is very useful when dealing with installments (multiple invoices to the same client)

  1. Navigate to the "Business" tab at the bottom of the screen
  2. Click on "Invoices"
  3. Find the invoice you would like to duplicate
  4. Swipe left
  5. Click on "Edit"
    e4ac45ad 0057 4b7d 99e9 f68b70df80a3
  6. Click on "Duplicate"
    482647e7 d471 49cb 9176 c8691f7d5e53
  7. Update required details on the new invoice
other articles
An overview of the Dashboard and its features Summary The dashboard is your new business home page. At a glance, […]
How to use Sole to create a quote for future work. In operating your business, you may want to provide […]
Step by step on how to convert a quote to an invoice How to video: Step by step walkthrough: You […]
Expense categories explained When you're reviewing and sorting your transactions, we give you a list of categories to choose from. […]
How to invoice using nothing more than your phone You have the ability to seamlessly send unlimited professional invoices on […]