Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Cloning Invoices
The "Clone Invoice" feature of MIDAS is a quick and convenient way to copy the contents of an existing invoice across to a new invoice.
MIDAS » Documentation » Cloning Invoices This can be extremely useful especially if you regularly manually create similar invoices.
To "clone" an invoice (copy the contents of an existing invoice across to a new invoice):
- Select the icon in the main toolbar.
- On the invoicing screen, use the "Jump to Invoice" function to locate a specific invoice, or use the "Show Invoices" drop-down to filter invoices held in MIDAS and locate your invoice from the results.
- Click / tap the invoice's corresponding icon.
- After being prompted for confirmation, the contents of the current invoice will be copied across to a new invoice.
The newly cloned invoice will have a different invoice number, no invoice date assigned (allowing you to freely modify its contents), and no amount paid against it.
Info: "Cloned" invoices do not maintain links with any bookings which may have appeared on the original invoice