Copying a Subscription

Open Subscriptions in the left menu. On the row for the subscription, open the actions menu and choose Make a Copy. A dialog asks for client, company profile, payment terms, next date, frequency, and optional stop date.

This action starts from the subscription list, not from an invoice.

Change the client if the copy should belong to a different customer.

Review dates, company profile, document numbering, and how often the subscription runs. Update anything that should differ from the original.

Submit to create the new subscription.

The new subscription appears in the list as its own record.