Copying a past invoice is the fastest way to handle renewals or reuse a layout for another client. This is available to signed-in senders who already have at least one invoice.
Step 1: Open the invoice builder
From your dashboard, go to New Invoice.
Step 2: Open the Start faster panel
Click the Start faster bar near the top of the form to expand it.
Step 3: Select the invoice to copy
On the Your invoices tab, pick the source invoice from the dropdown (each option shows the number, recipient, and total).
Step 4: Create the new draft
Click Start from this invoice. A new draft is created with the same details and opens in the editor.
Step 5: Edit and send
Update the dates, amounts, or recipient as needed, then save and share or email the new invoice.