Copying an Invoice

Copy Invoice

On the invoice edit screen, open the Other menu and choose Make a Copy.

Line items and amounts copy into a new draft so you can change them before you send anything.

Change the client if the new invoice is for a different customer.

Check the invoice date, company profile, and document number. Update anything your process requires.

Submit the form to create the new invoice.

Copy to Subscription

From the same invoice, open Other and choose Copy to Subscription. In Xagle this creates a recurring billing schedule (not another one-time invoice).

A follow-up screen asks for schedule details. What you see can depend on your company settings.

Change the client if the subscription should belong to someone else.

Set payment terms when prompted, and confirm the date, company profile, and document numbering.

Enter when the first invoice should generate and how often it repeats.

Enter a stop date if the subscription should end on a set day.

Press Submit to save the subscription.

Afterward you can manage the recurring schedule from the recurring invoices area if your team uses it.

If you do not see these options, your invoice type (for example a credit memo) or your permissions may hide them.