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Duplicate an invoice

When you bill the same work again, duplicate an earlier invoice instead of building it from scratch. Spine makes a new draft with the same customer and lines. The original isn’t changed, whatever its status.

  1. Open the invoice to copy — Go to Invoices and open any invoice: a draft, issued, paid or void.

  2. Choose Duplicate as new draft — Open More and choose Duplicate as new draft. From the list, choose Duplicate in the row’s menu.

  3. Check the new draft — The builder opens with the copy, and a toast says, for example, “Duplicated from INV-0012. Check the dates and lines, then save.”

  4. Change what’s different and save — Update the lines or amounts for this job, then press Save draft.

An issued invoice's page with its status, customer and dates, the Total, Paid and Balance due strip, the lines table and the Activity panelAn issued invoice's page with its status, customer and dates, the Total, Paid and Balance due strip, the lines table and the Activity panel
An issued invoice's page with its status, customer and dates, the Total, Paid and Balance due strip, the lines table and the Activity panel

What’s copied

Section titled “What’s copied”
  • The customer, currency, lines, notes and terms.
  • The type. A progress or retention-release invoice becomes a standard invoice, because the copy isn’t tied to a milestone.
  • A line whose catalogue item has since been archived is copied as it was typed.

What’s new

Section titled “What’s new”
  • No number. It’s a draft until you issue it.
  • Today’s issue date, and a due date from your payment terms.
  • Its Activity says it was duplicated from the original.

Last updated with Spine 1.0.0-beta.2