If you want to save time when invoicing your customers, you can copy an existing sales invoice instead of creating a new one from scratch. This is easy to do in Xero. In this tutorial, we will make a copy of an existing sales invoice in the demo company in order to create a new invoice for a different customer.
Sales Invoices Section in Xero
To get to the right place in Xero, go to Business → Sales overview from the main menu:
Now click on the Awaiting Payment section to see all the sales invoices that have been created but not paid by the customers:
How to Copy a Sales Invoice in Xero
Next, tick the checkbox for the Bayside Club invoice and click on the Copy to… button at the top of the list of invoices:
A pop-up box will appear asking you where you would like to copy the invoice to. You can copy the invoice details to any of the following:
- Purchase Order
For this exercise we will copy the existing invoice to a new sales invoice. To do this, ensure the radio button for Invoice is selected. Let’s copy the invoice to a different contact by choosing the customer ABC Furniture in the Create it for: field. To do this, begin typing the name of the contact in the box and click on its name when it appears:
Click on the Copy button when you are ready to create the new invoice. You will now be taken to your new sales invoice, which is exactly the same as the old invoice except that it’s for the customer ABC Furniture:
That’s all you need to do to save time by copying an existing sales invoice instead of creating a new one from scratch.