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# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-09-07_3jsj24.png)

**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**.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-09-07_vq9cqh.png)

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.
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## 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](https://support.getcount.com/en/article/creating-an-invoice-in-count-19olfzf/).
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**.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2025-10-29-at-72148_1yao8oi.png)
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](https://support.getcount.com/en/article/how-to-send-invoices-to-a-customer-193vzaq/).

This approach gives you consistent, ready-to-use templates without starting from scratch every time.
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| Pro Tip: To stay organized, save your template drafts with specific or labeled invoice numbers (for example, TEMPLATE–CustomerName). It’ll make finding and duplicating them later much easier.

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.