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Create a duplicate invoice

Created on  | Last modified on 

Summary

How to create a copy of an existing invoice in Sage 50 Accounts.

Resolution

NOTE: This option isn't available in Sage 50 Accounts Essentials. If you're interested in upgrading, leave your details and we'll be in touch.

  1. On the navigation bar, click Invoices and credits.
  2. Locate and click the invoice you want to copy, then click Duplicate.
     The image shows a toolbar with three icons. The middle icon, highlighted with a red border, represents the "Duplicate" function.

     

    To create a credit note based on the selected invoice, click Credit invoice.
    The image shows a toolbar with three icons. The middle icon, highlighted with a red border, represents the "Credit invoice" function.

  3.  

    Make any required changes to the invoice, then click Save.

 TIP: Don't forget to Update invoices or credits to the ledger once finished. 

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