Duplicate an Invoice

Copy an existing invoice to quickly create a new one with the same line items and settings for the same or a different customer.

Written by Chloe NguyenUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to duplicate an invoice in JobsiteOn. You will learn what information carries over, what you need to update, and when duplication saves time over creating an invoice from scratch.

When to duplicate an invoice

Duplication is useful when:

You bill the same customer for similar work each time.
You need to create a corrected version of an existing invoice.
Multiple customers receive invoices with the same line items.

How to duplicate an invoice

Open the invoice you want to copy at /invoices/[slug].
Click the overflow menu (...) in the top right.
Select Duplicate Invoice.
A new invoice form opens with pre-filled fields:
- Line items with quantities and prices
- Tax and discount settings
- Notes and terms
The contact, property, and dates are blank for you to configure.
Link the correct contact and property.
Set the invoice date and due date.
Review and adjust line items as needed.
Click Save to create the new invoice as a draft.

Screenshot: The overflow menu on the invoice detail page with Duplicate Invoice highlighted.

What carries over

Included	Not included
Line items and pricing	Contact
Tax configuration	Property
Discount settings	Invoice date
Notes and terms	Due date
	Payment history
	Status (starts as Draft)

Tip: Always update the dates and review the line items after duplicating. The new invoice should reflect the current billing period and any pricing changes.

After duplicating

Link the correct contact and property.
Set the invoice date and due date.
Adjust line items if the scope or pricing has changed.
Preview the PDF.
Save and send when ready.

Note: The duplicated invoice is completely independent from the original. Payment status, activity history, and send records are separate.

Best practices

Use duplication for one-off copies. For regular recurring billing, use recurring invoices instead.
Always review every field before sending a duplicated invoice.
Update the notes to reference the current billing period or job.

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