Introduction

You can re-use previously Posted Invoices and Credit Notes to create new ones. Find the required Invoice, duplicate it, give it a new Reference Number, and make your changes. You can change Dates and Prices, add and delete Lines, among other changes.

See:

Purchase Item Invoice (4.2) - AIQ Academy

Edit and Credit Purchase Item Invoice (4.3) - AIQ Academy

Creating Purchase Item Debit Notes‍ 

Finding and duplicating the Invoice

1. Go to Purchases > Item Invoices.
   
   
2. Delete

   Info: Our New Look

   If you are using our new look navigation, Item Invoices can be found in the AP tab in the new sidebar:
   

   
   

3. This facility only applies to Posted Invoices, so set Current Filter to Posted Invoices/Notes and find the relevant Invoice/Note.
4. On your Invoice, go to Actions and select Duplicate to display a copy of the original Invoice.

Editing and posting the duplicated Invoice/Note

1. You can now go on to make any changes you wish.

• Default Dates automatically update. 
• You can adjust Quantities. If Unit Prices have changed since posting the original Invoice, these will not show here so you must manually update them.
• You can also add and delete Lines. 

2. When finished, click Save. When asked if you want to process the record, click OK.

Posting the Duplicated Invoice

1. Go to Purchases > Item Invoices to view your Invoice in the grid.
2. To post your Invoice, tick it in the Post column and click Post Selected.