---
key: copy-or-archive-a-quote-or-invoice
title: Copy or archive a quote or invoice
audience: staff
section: sales-billing
routes: ["/quotes/:uid", "/invoices/:uid"]
permissions: ["billing.invoices.create", "billing.quotes.create"]
features: ["billing.invoices", "billing.quotes"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Start a new draft from an existing quote or invoice, or file a finished one away from the everyday list without losing any of its history.
keywords: [duplicate invoice, copy quote, reuse a quote, clone, same as last time, archive, hide old invoices, unarchive, file away]
related: [create-a-quote, create-an-invoice, revise-or-withdraw-a-sent-quote, see-the-history-of-a-quote-or-invoice]
---

In the sidebar, open **Sales & Billing**, then **Quotes** or **Invoices**, and open the one you want to copy or file away from the list.

## Before you start

- Copying needs permission to create quotes or invoices. Archiving needs permission to edit them.
- Save any changes first. Nova will not copy a quote or invoice with unsaved edits.
- Only finished documents can be archived: a paid, voided or cancelled invoice, or a quote that was approved, declined, expired, withdrawn or turned into an invoice.

## Steps

To copy it:

1. Open the actions menu (the three dots at the top) and press **See more**.
2. Choose the duplicate action. It names the kind of document, as in "Duplicate quote" or "Duplicate invoice".
3. The panel explains that the copy is a separate draft with a new number, and that payments, approvals, sending history, work links and recurring schedules are left behind.
4. Press **Create draft copy**. The new draft opens, ready to edit.
5. Check the prices, dates, customer details and terms, then save and send it as usual.

To archive it:

1. Open the actions menu and press **See more**.
2. Choose the archive action, as in "Archive quote" or "Archive invoice".
3. Read the panel, then press the archive button at the bottom.

## What you see

- The copy is a **Draft** for the same customer, with its own number.
- An archived document leaves the default **Quotes** or **Invoices** list. Its money history and the customer's access to it stay exactly as they were.
- To find it again, open **Filters** on the list and set **Filed documents** to **Archived only** or **Include archived**. To put it back in the everyday list, open it and choose the unarchive action from the same menu.

## If something looks different

- The duplicate action is greyed out: the document has unsaved changes. Save first.
- The archive action is missing: the document is still open (a draft, unpaid or partly paid invoice, or a quote waiting for an answer), or your role cannot edit it.
- You wanted a new version the customer can compare with the old one: see [[revise-or-withdraw-a-sent-quote]].

[[route:/quotes|Open Quotes]]