Lumary PM - This article explains how to clone an invoice
To create a duplicate of an invoice, using the clone invoice feature, please take the following steps.
- To clone an invoice, navigate to an existing record by clicking onto the invoice number.
- Once on the invoice screen, navigate to the bottom right-hand corner and click the ‘Clone’ button.
- A new invoice will appear, copying the information from the previous invoice. This will include the following information:
- Invoice Date
- Invoice number (note that ‘-clone’ is added to the end)
- Line item and amounts.
Only invoices with a status of Processed, Funded, Paid and Part-paid can be cloned.