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
Learn how to use Sole's reporting capabilities Sole has enabled the ability to run and extract reports of your financial […]
What to do if you want to set up or change your pin or touch/face ID In order to keep […]
How do you get paid instantly and how does Instant Pay integrate with your Sole account? What is Instant Pay? […]
What is Time Theft? Time theft is a very common occurrence in workplaces across all industries, and typically refers to […]
1 6 7 8