Edit A Processed Invoice Using The Copy Button

This article explains how to edit a processed invoice by copying it in Workshop Software. Copying will create a new invoice with a different invoice number, allowing you to make changes while preserving the original record.

Please note: Copying a processed invoice will create a new invoice with a different invoice number. You will then need to apply a customer credit of the original invoice value or void the original invoice.

Step 1: Copy the Processed Invoice

  1. Open the processed invoice you want to edit.
  2. Click the Star button (1) on the right-hand side of the invoice, then click Copy Invoice (2).

An icon showing the top half of a Workshop Software Customer Invoice form. Two numbered cursor icons indicate to click the Star icon and then Copy Invoice in the resulting drop down menu.

Step 2: Confirm and Save the Copy

  1. A pop-up box will appear asking “Are you sure you want to copy this invoice?” — press Yes.

An image of the Prompt inside Workshop Software when copying a Customer Invoice, the Yes button is highlighted.

  1. Your invoice title will now appear with a green dot and statement it is open

An image of only the title bar of a Workshop Software Customer Invoice. A green dot is shown next to the title Open

  1. Press Save on the bottom right of the invoice.

Step 3: Edit and Finalise

  1. Edit your desired fields on the new invoice.
  2. Press Save again.
  3. Go back to your original invoice and apply a Customer Credit matching its value or void it to ensure a correct customer balance is now recorded.

An image of the lower half of a Workshop Software Customer Invoice form, the Save button is highlighted with a red border and a cursor icon indicating a click.

Good to Know

  • The copied invoice will have a new invoice number — it is not a direct edit of the original.
  • Always void or apply a customer credit at the value of the original invoice after copying to ensure accuracy in your records and accounting system.

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