Users can easily create a new invoice by copying an existing one, no matter its current status. This option streamlines the process, enabling faster data replication for improved efficiency or making necessary corrections.

The following steps should be followed to copy a document:

1. Select or open the invoice you want to copy. You can also copy multiple selected invoices at once in a batch in AP screen.
   
   
2. After selecting or opening the invoice to be copied, click the dropdown menu and choose the Copy option.
   
   
   
   
3.  If you wish to copy a credit document as an invoice, the 'Copy as Invoice' option will be available. Using this option, a credit document can be duplicated and created as an invoice.
   
   
   
   
4.  Once you click Copy, the selected document will be duplicated. After the copy action is completed, users are automatically redirected to the newly created invoice, which contains all relevant data transferred from the original document.
   
   

   
   
   

5. The newly created invoice is saved in Draft status, from where it can be reviewed and processed further.