Edit A Processed Invoice Using The Copy Button

This article explains how to edit a processed invoice by copying it in Workshop Software. This creates a new invoice with a different invoice number, allowing you to make changes while preserving the original record.

This feature is available for Gold and Silver customers only.

Please note: Copying a processed invoice will create a new invoice with a different invoice number. You will then need to void the original invoice.

Step 1: Copy the Processed Invoice

1. Open the processed invoice you want to edit.
2. Click on the Star button on the right-hand side of the invoice, then click Copy Invoice.

Step 2: Confirm and Save the Copy

1. A pop-up box will appear asking “Do you want to copy this invoice?” — press Yes.
2. Your invoice will now appear with green borders, indicating it is open.
3. Press Save on the bottom right of the invoice.

Step 3: Edit and Finalise

1. Edit your desired fields on the new invoice.
2. Press Save.
3. Go back to your original invoice and void it to avoid duplicate records.

Good to Know

• The copied invoice will have a new invoice number — it is not a direct edit of the original.
• Always void the original invoice after copying to prevent duplicates in your records and accounting system.
• This feature is only available for Gold and Silver subscription tiers.

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