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How can I reuse an existing (empty) invoice?

Updated over 4 months ago

💡 When an order is removed from an invoice — for example, if the order was ultimately cancelled — an empty invoice will remain under Sales Invoices.

💡 Once an invoice has been posted and therefore has received an invoice number, it can no longer be deleted. However, you can reuse the invoice for another customer or order.

  • Push the new order you want to link to the empty invoice through to Billable sales transactions.

⚠️ Do not create a new invoice for this order.

  • Open the empty invoice under Sales Invoices:

    • If the order you are linking is intended for a different customer, update the company information to match the new customer.

    • Click the menu icon in the top right corner and select Add Shipments/Receptions. In the pop-up, check the line(s) from the sales order and click Add.

💡 If an order contains multiple shipments (because items were picked from different stock locations), you need to select all lines to include the full order on the invoice.

💡 If the order includes both a shipment and a receipt, you must check both to fully include the order on the invoice.

  • After adding the order(s), post the invoice again.

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