ClAxel is now familiar with Frisbii and has already sent several invoices to his customers.
But now he has to invoice the same customer for the second time and he doesn't necessarily want to go through the whole invoicing process again. He asks Linda how to save time.
In order to duplicate an existing invoice, she shows him how to clone it.
Adding the Clone button
The Clone button does not appear on your invoices by default. Before we start, we need to add it via the Lightning App Builder.
Steps
Go to the Setup icon > Edit page.
Then click on the header component, where the buttons are displayed, to show the relevant hightlight panel. Click on Add Action.
Type Clone, then select the Custom Button = Clone.
Click Done.
Drag & Drop the Clone button, where you would like it to appear.
Save and Activate the page. If you need more details, please read this article: The new dynamic page layouts and how to change them from Summer '21.
Cloning an invoice
Now that the button is displayed, we can clone the invoice.
Steps
1. Go to the Invoices tab.
2. Open the invoice you would like to clone.
3. Click on the Clone button.
4. Check the boxes according to your needs, to clone or not the invoice line items, the reference to the quotation or the opportunity.
5. Save
The invoice we have just cloned is in Draft status; at this stage you can still make changes to it.