HirePOS allows you to duplicate or link existing Quotes, Bookings, Invoices and other Sales/Hire records.

You can use this feature to create another version of a quote, repeat a previous hire, add related charges, or continue an existing hire into another billing period.

1. Open the Sales/Hire record you want to copy.

2. Click Options > Create Duplicate in the top-right corner.

3. Choose the required Action and hire date options.

4. Review any additional copying options.

5. Click Duplicate to create the new record.

Selecting Duplicate creates a new, independent record with its own number and date. The original record remains unchanged.

The duplication screen provides several actions depending on the record:

When using Link, the new invoice defaults its Delivery Schedule to Not Required, even if the original invoice has a different setting.

This is useful when adding related charges that do not require another delivery. You can change the Delivery Schedule on the new invoice if necessary.

The available options determine how the estimated hire dates are handled on the new record.

If you want to create another version of a quote or invoice without changing the hire dates:

1. Select Move hire dates forward.

2. Enter 0 for the Time Span.

3. Select Day as the Interval.

4. Create the duplicate.

This retains the original estimated hire dates and times, including any item-specific estimated hire dates.

For example, you can duplicate a quote to offer the customer an alternative selection of equipment or different pricing while keeping the same proposed hire period.

When you select Use specific hire dates/times, HirePOS automatically suggests a new period based on the original record:

• Start Date: The original Hired To date, if available, otherwise the Booked To date.

• Finish Date: 28 days after the suggested Start Date.

If the original record has no finish date, both fields default to today's date.

You can change either date before creating the new record.

These suggestions are not based on the original hire duration or the item's selling units.

Note: When using specific dates for an ordinary duplicate, existing item-specific estimated hire dates are cleared rather than copied. The dates you enter apply to the new record's main estimated hire period.

Use Move hire dates forward when repeating a previous quote, booking or invoice for a later period.

For example, entering a Time Span of 1 and an Interval of Month moves the original estimated hire dates forward by one month.

This also shifts item-specific estimated hire dates, where present.

If you need an entirely different period rather than shifting the existing dates, use Use specific hire dates/times instead.

Depending on the selected action, you may see the following options:

By default, duplicated records retain the original recorded item prices.

Select Use current retail prices (ignore customer discounts) to replace these with current retail prices from your HirePOS item setup.

This is useful when reusing an older quote or invoice and you want to apply current pricing rather than historical rates.

Customer-specific discounts and special rates are not applied when this option is enabled.

For more details, see Use Current Retail Prices When Duplicating a Quote, Booking or Invoice.

Duplicate creates a separate record without changing the original. Use it when creating quote variations, repeating previous orders, or making an independent copy.

RollOver Invoice is designed for continuing an existing hire into another billing period. It closes off the previous hire period as appropriate, creates a linked continuation invoice, and maintains the history between invoices.

The original invoice is marked Rolled To, and the new invoice is marked Continued From.

You can navigate the linked invoices using their rollover history.

For instructions on extending an ongoing hire, see Manual Rollover (Hire Extensions).

For processing multiple ongoing hires at month-end, see EOM Rollover (Overview).

After duplicating or linking a record, check the hire dates, items, quantities and pricing before issuing it to your customer.

The new record receives its own record date, and delivery or pickup dates may be calculated automatically depending on your HirePOS settings.

Where applicable, HirePOS may also prompt you to recalculate hire charges using Autocalc.