Copy, cancel, delete

Duplicate

Invoicing the same thing often? Open an invoice and choose Duplicate (in More actions or in the list). You get a new draft with:

• the same customer, lines, VAT treatment, currency, language, notes and layout;
• today's date and a new due date (same payment term);
• no number yet (it gets one when you finalise);
• no exchange rate: that belongs to the new invoice's date.

A copy of an invoice counts towards your 5 free invoices a month. A copy of a credit note doesn't.

The same invoice every month? With Pro you can automate it with recurring invoices.

Deleting a draft

You can only delete a draft: open it and choose Delete draft. It's then gone for good.

Was it an invoice (not a credit note) that was never finalised? Then you get it back in your monthly limit.

You can't delete a finalised invoice. That's not allowed either: you must keep your invoices for 7 years and your numbering must stay complete.

Cancel

Is a finalised invoice completely wrong or no longer needed, and hasn't it been paid? Then choose Cancel.

• The number remains, with the status Cancelled. That keeps your numbering sequential.
• The invoice no longer counts as outstanding and no more reminders go out.
• The invoice is kept and you can still download it.
• You can't undo cancelling. Duplicate it if needed.

You can't cancel when:

• the invoice has already been paid (invoice_not_cancellable). Make a credit note instead;
• there's already a credit note for the invoice (invoice_has_credit_notes).

Cancel or credit note?

If in doubt, ask your accountant. Everything about credit notes is in Credit notes.