Copy Invoice With Attachments

This guide shows you how to copy an invoice along with its attachments in Workshop Software. This is useful when you need to duplicate a job with all its associated documents.

Step 1: Open the Invoice

1. Open the invoice you wish to copy.

Step 2: Open the Action Menu

1. Click the action star icon on the invoice.
2. Select Copy Invoice from the menu.

3. Select Copy Invoice

Step 3: Confirm Invoice Copy

1. When prompted whether you want to copy the invoice, select Yes.

Step 4: Copy Attachments

1. When prompted whether you want to copy the attachments as well, select Yes.

Step 5: Save the Copied Invoice

1. Click Save to save the copied invoice with its attachments.

Good to Know

• Make sure you click Save after the copy is complete. If you navigate away before saving, your changes will be lost.
• The copied invoice will be a new, separate invoice — changes to the copy will not affect the original.
• All attachments from the original invoice will be duplicated onto the new invoice.

Frequently Asked Questions

Can I undo the copy?

You can update or delete the copied invoice. If the original invoice has already been finalised, you may need to create a credit note to reverse any changes.

Will the copied invoice have the same invoice number?

No, the copied invoice will be assigned a new invoice number automatically.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide