Clone an Invoice

The Clone an Invoice action is available from the dropdown menu next to the

Create an Invoice

button (downward arrow icon).

This function creates a copy of the selected invoice from the list of objects.

• After clicking the Clone an Invoice option, a new invoice object is prepared and opened in edit mode.

• The cloned invoice is not saved until the

  OK

  button is pressed.

• Cloning is available only for invoices that are not Master invoices.

Field Behavior When Cloning an Invoice

When cloning an invoice, most fields are copied from the original record, while specific fields are refreshed or cleared to prevent transferring data that must be unique to the new invoice:

• Created By field → set to current user.

• Created Date field → set to current timestamp.

• Final Invoice → cleared.

• Master Invoice → cleared.

• Data from other tabs (Payments, Prepayments, Documents) → cleared.

• Outgoing invoices → invoice number is regenerated.