📄 Creating a Copy of a Document
Creating a copy of a document is one of the ways to significantly speed up the creation of a new document, especially for frequently recurring tasks.
🖱️ How to Create a Copy of a Document
You can copy a document using the Copy button in the top toolbar of the document form,
➡️ or alternatively using the keyboard shortcut Alt + K.
After using this function, a new document form will open with all fields pre-filled with the same data as the original document.
🧾 Contents of the Document Copy
The newly opened document contains:
all data carried over from the original document,
the same line items,
the same text and settings.
You should carefully review this data and make any necessary changes before saving to ensure it reflects the current situation.
If a linked document was attached to the original document (for example, a stock document), a copy of that linked document will also be created.
💳 What Is NOT Copied
When copying a document, payment links are not copied:
the payment document is not copied,
links to bank or cash documents are not transferred.
If you copy a payment document that was used to settle an invoice:
the text "Payment of document no. …" will be copied,
the variable symbol will be copied,
the document may appear to be matched at first glance.
⚠️ In reality, however, it is not matched — the "Matched" field will not be marked in the table overview.
⚠️ Warnings and Recommendations
Creating a document by copying an older document carries certain risks.
It may happen that:
you forget to update some of the copied data,
the original date, price, partner, or text remains unchanged,
the document does not correspond to the current accounting transaction.
The time saved by copying may therefore later be spent tracking down and correcting errors in the accounting records.
👉 For this reason, we recommend copying only simple and frequently recurring documents.
🚫 Copying Restrictions
Documents containing stock items with serial number tracking cannot be copied.
We do not recommend copying documents from a period other than the current accounting period.
📦 Copying Document Line Items
In the same way as entire documents, it is also possible to copy individual document line items.
The following applies to copying line items:
the same procedure as for copying a document,
the same risks associated with carrying over outdated data.
❓ Frequently Asked Questions (FAQ)
Is the payment also copied when creating a copy of a document?
No. Payment documents and their links are not transferred when copying.
Why can't documents with serial numbers be copied?
Because serial numbers must be unique, and copying them would disrupt the stock records.