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.

When you duplicate a single sales invoice, you can select any specific subsequent open period where the document will be duplicated. The new sales invoice is created for the same company and the document date of the duplicated sales invoice will be the first day of the open period selected.

When you duplicate multiple sales invoices from a closed period, the new sales invoices are created for the same company into the next open period. The document date of the duplicated sales invoices will be the first day of the next open period.

This table shows examples to illustrate how the duplication date process works duplicating multiple sales invoices:

Sales Invoice Date and Sales Invoice Duplicated Examples with Period Starting the Day 1 of the Month

Sales Invoice Date	Closed Period	Duplicated Sales Invoice Date
April 4 2025	04	May 1 2025
April 23 2025	04	May 1 2025
April 4 2025	04 and 05	June 1 2025

The due date of the sales invoice duplicated from a closed period will be recalculated based on any change to the invoice date.

The default due date of the duplicated document is calculated based on the invoice date and the credit terms on the customer account, or if these are not set, using the standard credit terms for the current company. You can amend this date, but it cannot be earlier than the invoice date. If you amend the invoice date or customer account, the due date is recalculated automatically. If the credit terms are not configured, the default due date of the duplicated document will be the document date.

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 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.
• Duplicating multiple sales invoices from a closed period is based on the same core logic as duplicating a single sales invoice. However, this action is performed as a batch process, exclusively from the List View.