Duplicating Sales Invoices

You can create sales invoices by duplicating the existing ones. This creates new "In Progress" sales invoices with the same information, but with a new sales invoice number. You can duplicate a sales invoice regardless of its status.

Duplicating a Single Sales Invoice

To duplicate a single sales invoice:

  1. Navigate to the detail page for the sales invoice you want to duplicate.
  2. On the sales invoice’s Lightning page, click Duplicate. The existing sales invoice is duplicated and a new sales invoice is created with a new sales invoice number.

Duplicating Multiple Sales Invoices

To duplicate multiple sales invoices using Lightning:

  1. Click the Sales Invoices tab.
  2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  3. Use the checkboxes on the left to select the sales invoices that you want to duplicate. We recommend selecting no more than 20 invoices.
  4. Click Duplicate. The window for duplicating sales invoices displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
  5. Check your selection and click Duplicate. The existing sales invoices are duplicated and new sales invoices are created with new sales invoice numbers.
Notes:
  • All information from the Related tab and the Product Line tab is copied to the new sales invoices.
  • The Transaction Number, Invoice Number, Invoice Status, Payment Status, and Outstanding Value fields are not copied to the new sales invoices.
  • The Vendor Invoice Number is copied with the Duplicate prefix.
  • [Lightning Experience only] When you have more than one current company selected, you can duplicate sales invoices for any of the currently selected companies. You do not need to change the current company. Administrators can duplicate sales invoices for any of their user companies, regardless of their current company selection.
  • For faster processing, sales invoices are duplicated in parallel by default. You can control this using the Parallel Document Duplication custom setting. For more information, see Mass Actions Settings.