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Invoices

Duplicate an invoice

Copy an existing invoice into a fresh Draft with a new number and dates. What carries over and what doesn't.

Duplicating is the fastest way to reissue a similar invoice — it copies the content into a brand-new Draft so you can tweak and send.

Before you start
Role
OwnerAdminManager

Duplicating is a manager-tier action. It counts toward your monthly invoice limit — 5 on Free.

Duplicate an invoice

Open the invoice

Open any invoice you want to copy.

Duplicate

Choose Duplicate. Hoursmith creates a new Draft and opens it.

Adjust and send

Edit the draft as needed, then send it.

What carries over

Copied into the new DraftNot carried over
ClientStatus (always starts as Draft)
Line itemsSent / paid timestamps
DiscountPublic share token
TaxPayments
NotesView counts
Payment-method configuration

The new Draft also gets a new invoice number, today's issue date, and a recomputed due date based on the client's terms.

Because a duplicate starts fresh, it pulls none of the original's payment history or link — it's a clean Draft, not a copy of a sent document.

Tips

  • Duplicate when you bill a client the same way repeatedly. (Hoursmith doesn't offer recurring or subscription invoices — duplicating is the manual equivalent.)
  • Need to revise a sent invoice instead of reissuing? Cancel and restore it to a Draft.

Troubleshooting

  • "This workspace has reached its monthly invoice limit." Duplicating counts toward the cap. Upgrade or wait — see Plans & limits.
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