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 duplicating one or more documents, you can select any future open period for the new documents to be duplicated. The new documents are created for the same company, with the document date automatically set to the first day of your selected period.

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 Duplicate Sales Invoice window opens.
3. Select the period where the document will be duplicated and click Duplicate. If the current period is open, it is selected by default; otherwise, the next available open period is selected.

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 from the same company 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. Select the period to which you want to duplicate the documents and click Next. If the current period is open, it is selected by default; otherwise, the next available open period is selected.
6. Review the selected documents 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.