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 selecting 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.

Field Behavior When Cloning an Invoice

When cloning any invoice type (Incoming, Outgoing, or Terminal), certain fields are cleared or replaced to avoid transferring specific data from the original record:

• Invoice № field → cleared.

• Pay Date field → cleared.

• Status → set to Unpaid.

• Created By → replaced with the user performing the cloning action.

• Created Date → set to the cloning date.

• Amount and Amount, USD fields → set to 0.

• Expenses list, Services list, Terminal Services list → cleared.

• Documents → cleared.