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How to Create a New Invoice Using an Old Invoice as a Template

You can watch the video procedure or follow the instructions below.


1. Go to the “Accounting” tab and the “Collections” subtab.

2. Click on the invoice that you want to use as a template. 

3. Click on “Add” at the top right.

4. Modify the elements that are different for the new invoice (invoice number, date, etc.).

5. Click on “Finish.”

You have now used an old invoice as a template to create a new invoice.

Transcription of the Subtitles

Here is how you create an invoice using an old invoice as a template.

This way, you do not have to re-enter all the information in the invoice.

Go to the “Accounting” tab and the “Collections” subtab, find the invoice you want to use as a template.

Click on the invoice, and on “Add” in the upper right corner.

The invoice will already be filled out. You can change any element of the invoice, such as the date and the invoice number.