How to Duplicate Invoices and Estimates in COUNT

If you regularly create similar invoices or estimates, COUNT makes it easy to save time by duplicating existing ones. You can also create reusable drafts as templates for specific customers or projects to streamline your billing process.

Duplicating an Invoice or Estimate

1. Go to Invoices & Estimates

From the left sidebar, click Invoices & Estimates, then select either Invoices or Estimates, depending on what you want to duplicate.

2. Find the Document You Want to Duplicate

Locate the invoice or estimate you want to copy.

3. Duplicate It

Click the three dots (⋮) on the right side of that row, then select Duplicate Invoice or Duplicate Estimate.

That’s it — a new, identical version will be created. You can edit details such as customer name, products, quantities, or dates before saving or sending it.

Creating Templates for Recurring Customers or Projects

If you frequently invoice the same customer or project, you can set up your own template invoice to make things even faster.

Here’s how:

1. Create a new invoice as usual.
2. Add the customer or project you want to associate with the invoice.
3. In the invoice number field add a name that you can easily remember for instance "Template -- Joe"
4. Include the products, services, memos, or notes you typically bill for that customer.
5. Save the invoice as Draft.

Now, each time you need to bill that customer:

• Go to your draft invoices,
• Duplicate the draft,
• Make any necessary adjustments (such as dates or quantities),
• Then send the new invoice to your customer.

This approach gives you consistent, ready-to-use templates without starting from scratch every time.

Duplicating invoices and estimates in COUNT helps you work faster and maintain accuracy — so you can spend less time on repetitive billing and more time running your business.

Updated on: 29/10/2025