Duplicating a Sales Record

Sales records can be duplicated via the button at the top right of the invoice page.  Click Options > Create Duplicate.  

A number of options are available to default the details of the new duplicate invoice, however these details can always be changed or overwritten once the new invoice is created.

Don't copy dates will tell the system to default everything on the duplicated invoice to blank.

Use specific Dates/Times will tell the system to default the Booked-From/To dates to these.

Move Hire Dates Forward will tell the system to use the existing dates, but push them forward by a specified interval on the duplicated invoice.

Rollover Invoice (Manual rollover)

The Rollover Invoice option is used to close off the original invoice then link it to the Duplicated invoice, similar to an EoM rollover.

The new invoice will show as Continued From and the original copied invoice will show as Rolled To.

You can use this in conjunction with the Use specific Dates/Times setting to set the Booked-To date of the duplicated invoice.

Common use cases for the Rollover invoice function
1. Extensions - If a booked time of the original invoice gets extended, one option is to Rollover, this will create a fresh invoice for the extended period, but link the two together.

2. Open ended - If an invoice is open ended or TBA (you don't know what day it is going to be returned) you can use the rollover function to close the invoice off ready to send to the customer, while continuing the hire on the duplicated invoice, much the same as EoM rollover.

Note: If all your TBA invoices can be closed off, and rolled over at the same time (End of month) then we'd highly recommend using the EoM Rollover function instead to do this in bulk.
Did you know, that on the Sales and Find Sales screens, you can click the Eyeball preview icon on rolled or continued invoices and the full rollover chain will be visible at the top right of the popup? This also applies to EoM rollover!


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