Duplicate or delete an invoice

What it is for

If you often invoice the same things to the same customer, Duplicate saves you from retyping lines and terms. Delete removes an invoice that never reached the customer: a draft never sent or an invoice rejected by the SDI (Sistema di Interscambio, the Italian Revenue Agency’s e-invoicing exchange system).

Duplicate an invoice

1. Open the invoice to copy from Documents → Invoices.
2. Choose More → Duplicate: a new invoice opens with the note “Copy of invoice no. … dated …: check lines and amounts before issuing.” at the top.
3. Check and change what you need: lines, quantities, prices, description.
4. Tap Issue invoice.

• Customer, document type, description, lines, document discounts, withholding tax and pension fund contribution, notes, payment notes and PA (public administration) references are copied.
• The number is the next one proposed by Nanus and the date is today.
• Payment goes back to the default set in the customer’s record.
• A deferred or accompanying invoice becomes a normal invoice (TD01).
• The other sections, such as currency, transport and attachments, start again from the defaults.

You can also type in the search bar (Ctrl K) “duplicate last invoice” or “duplicate invoice 12”: Nanus opens the copy directly.

Delete an invoice

1. Open the invoice and choose More → Delete.
2. Confirm the message “Delete this draft invoice? Instalments, stock movements, order fulfilment and DDT links will be undone.”.

Together with the invoice its due dates disappear, the goods go back into stock, the customer order goes back to be fulfilled and the DDTs (delivery notes) go back to be invoiced. If the invoice came from a pro forma or from counter sales, these become free again.

An invoice that is Sent to SDI, delivered or otherwise accepted cannot be deleted: the Delete item does not appear. To correct it, issue a credit note.

What Nanus checks

• “The due date already has collections or payments recorded: remove them before deleting it.”
• “The invoice has credit notes: delete those first.”
• “The commission on this invoice has already been paid to the agent.”
• “The due date is in a batch presented to the bank: delete the batch first.”

Special cases

• Credit notes, debit notes and self-billed invoices cannot be duplicated; their drafts are deleted the same way, with a dedicated confirmation message.
• If you delete the last invoice of the year, Nanus proposes its number again for the next invoice. If you delete one in the middle, the number stays free: reuse it by typing it in.
• Users with a read-only role see neither Duplicate nor Delete.

See also

• Create an e-invoice
• Issue a credit note
• Fix an invoice rejected by the SDI
• Recurring invoices (fees and subscriptions)