When you need to bill a customer for the same items again, you don't have to rebuild the invoice from scratch. Cornerspot can duplicate an existing invoice — cloning its customer, line items, taxes, discounts, and terms into a brand-new invoice. This guide shows you how to duplicate an invoice from the Invoices list and choose whether the copy stays a draft or finalizes right away.
How to duplicate an invoice in Cornerspot
Duplicating happens right from the Invoices list — find the invoice you want to reuse, click its copy icon, and pick how the copy should land.
1. Open the Invoices page
From the dashboard, select Invoices in the left-hand menu (under Members & Billing). This opens your list of invoices, each row showing its number, customer, status, and totals.
2. Find the invoice you want to copy
Use the search field at the top of the list — “Search invoice number, account, item...” — to narrow down to the invoice you want to reuse. You can search by invoice number, customer name, or a line item. You can duplicate any invoice, whether it's a draft or already finalized.
3. Click the copy icon on the row
On the invoice's row, click the copy icon (the duplicate action) in the row's action buttons. This opens the Duplicate invoice dialog.
4. Review what gets copied
The Duplicate invoice dialog confirms which invoice and customer you're copying. The new invoice clones the original's customer, line items, taxes, discounts, and terms, so you don't have to rebuild any of it by hand. The copy runs in the background after you confirm.
5. Choose how the copy lands
You have two options:
- Leave as Draft: the copy is created as a draft so you can review and adjust it (change amounts, add or remove lines, update terms) before finalizing.
- Finalize Immediately: the copy is finalized as soon as it's created — it gets its own invoice number and due date and is ready to send and collect, with no further editing.
Click the option that fits. In most cases Leave as Draft is the safe choice when you want to double-check the copy first.
6. The copy is queued
Cornerspot queues the duplication and confirms with an “Invoice duplication queued” message. The copy runs in the background and appears in your Invoices list as a new invoice a moment later — as a draft if you chose Leave as Draft, or already finalized if you chose Finalize Immediately.
When to duplicate an invoice
Duplicating is the fastest way to re-bill a customer for the same — or nearly the same — items. It's handy when you:
- Bill a customer the same charges on a regular basis but aren't using a recurring subscription.
- Need a near-identical invoice for a different period and only want to tweak a date or amount.
- Want a head start on a new invoice that closely matches an existing one.
If you chose Leave as Draft, open the copy and finalize it once it looks right; finalizing assigns its invoice number, sets the issue date, computes the due date, and locks it as Open. For truly recurring billing, set up a subscription instead — see the Subscriptions guides.