Copying an invoice is a quick way to create a new invoice using the details from an existing one, saving you time when billing similar work.
Step 1: Go to the Invoices tab
Open Sole Tank
Select the Invoices tab
Locate the invoice you want to copy — it can be in any of the following sections:
Drafts
Pending
Paid
Cancelled
Step 2: Copy the invoice
Select the three dots (⋯) on the right-hand side of the invoice row
Choose Copy from the dropdown menu
Step 3: Review and confirm
A new invoice will open with the same details as the original invoice, including:
Client information
Line items
Amounts
Notes
You can now:
✅ Edit or update any details as needed
✅ Change dates or descriptions
✅ Add or remove line items
Once you’re happy, simply confirm and save or send the new invoice.
Helpful tips
Copying an invoice does not change the original invoice
The new invoice is created as a draft so you can review it before sending
This is perfect for recurring or similar jobs