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.
- 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.
What carries over
| Copied into the new Draft | Not carried over |
|---|---|
| Client | Status (always starts as Draft) |
| Line items | Sent / paid timestamps |
| Discount | Public share token |
| Tax | Payments |
| Notes | View 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.
Fixed-fee lines
A duplicate never copies a fixed-fee project's allocation because that contract value may already be reserved or invoiced. For a mixed invoice, Hoursmith omits those lines, warns you, and opens Edit so you can select a fresh available amount. A fixed-fee-only invoice cannot be duplicated into an empty draft.
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 need a one-off copy you will adjust manually.
- On Studio or Agency, use Make recurring on an existing invoice to open a safe, reviewable recurring-series draft. Compatible manual lines, settings, time, and expense project selections are pre-filled; fixed-fee allocations, incompatible sources, and uploaded attachments are omitted. The source invoice does not change. See Create a recurring invoice.
- 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.