Duplicate an invoice

This article explains how to duplicate an invoice that you’ve created in FreeAgent.

Find the invoice

Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.

Select 'Actions' to the right of the relevant invoice and select 'Duplicate invoice' from the drop-down menu.

Review the invoice details and edit them if required. Find out more about how to create an invoice.

If your original invoice had project items re-billed on it, you won't be able to change the contact or project until you create the new invoice and edit it.

Once you’re happy with the invoice details, select ‘Create new invoice’ at the bottom of the screen to complete the process.

Include timeslips, expenses or estimates

If you would like to re-bill items that were linked to the project, you'll need to edit the new invoice that was duplicated by selecting 'Edit' in the top-right.

Then, select the project associated with your timeslips or expenses and choose to add unbilled timeslips, expenses and estimates to the invoice.

Send or mark the invoice as sent

If you selected the option to email the invoice automatically in the ‘Emails’ section, select ‘Send Now’ to activate the invoice in your account and email it to your customer.

If you didn’t select the option to email the invoice automatically, select ‘Mark as Sent’ to activate the invoice in your account. 

You can then send the invoice to your customer manually by selecting ‘Send by email’.