How to use a previous invoice as a template for a new invoice

Article author
Temidayo Adebayo
  • Updated

As a contractor you now have the ability to create a new invoice using an existing invoice template. That is, you can use any of your previous invoices as a template to create a new one. Using the previous template, you can change your withdrawal method, invoice currency etc.

You can do this from the Invoices tab:

  1. Select the invoice you want to use as a template. Go to the three-dot menu and select Use as templateUntitled (15).png
  2. An invoice modal will pop up with the details copied over from the original invoice. Add the new invoice number and make any changes before submitting. For instance, in the invoice below, both the Item Description and the Summary have been updated:

Screenshot 2024-03-19 at 3.35.52 PM.png


The new invoice will be issued with the current date

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