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User guide Inexchange

Copy an Invoice

  1. USER GUIDE
    1. Dashboard
    2. User details
    3. Switch between companies
    4. Change password
  2. INVOICES
    1. Activate “Create invoice”
    2. Create invoice
    3. Credit invoice
    4. Invoices to manage
    5. - Select and change delivery method
    6. - Add attachment
    7. - Correct invoice
    8. Sent invoices
    9. Received invoices
    10. Copy an invoice
  3. REGISTERS
    1. Customers
    2. Suppliers
  4. SETTINGS
    1. Subscriptions
    2. General – Company info
    3. General – Contact info
    4. General – Reports
    5. General – User management
    6. Cancellation of the service
    7. Cancel the termination
    8. Accounts receivable – FTP settings
    9. Accounts receivable – Invoice settings
    10. Accounts receivable – Print settings
    11. Accounts payable – Reference management
  5. SUPPLIER INVOICE BASIC
    1. Activate Supplier Invoice Basic in Inexchange
    2. When an invoice is received
    3. Your company is already registered in Peppol
  6. INEXCHANGE STORE
    1. Change Customer Invoice Subscription
  7. OTHER
    1. PDF upload
    2. Verify company details
    3. Signing process

Here you will find information on how to copy a sent invoice. This function is used when you want to create a new invoice based on a previously sent invoice. The copy always receives a new invoice number because invoice numbers must be unique.

What Does It Mean to Copy an Invoice?

When you copy an invoice, a new invoice is created with the same details as the original. You can edit the content before sending it. This is useful when you need to create a similar invoice without starting from scratch.

Steps to Copy an Invoice

Follow the steps below to create a copy of a sent invoice.

  1. Go to Sent Invoices.

    vy för skickade fakturor

  2. Find the invoice you want to copy and click on the three dots to the right of the invoice.

    alternativmeny för faktura

  3. Select Create Copy.

    val av skapa kopia

    A new invoice is now created with the same details as the original. You can edit the information before the invoice is sent.

 

FAQ About Copying an Invoice

1. Why can't I copy an older invoice?

If the invoice was created in the old environment before the migration, it cannot be copied. Only invoices created in the new environment support copying.

2. Does the copy get the same invoice number as the original?

No. The copy always receives a new invoice number because invoice numbers must be unique in the system.

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