When issuing an e-Invoice, you don’t always need to go through the entire process from scratch—especially when billing the same customer or selling the same products/services. MyInvois offers a Copy as Draft feature, which allows you to duplicate a previous invoice, saving time and effort.
This method is particularly useful for businesses that:
✔ Bill the same customers regularly (e.g., subscription-based services, professional fees)
✔ Sell the same products or services to different customers
✔ Have fixed pricing for standard services
However, if you run a retail or B2C business where customers and products differ frequently, this method may not be practical for you.
Step-by-Step Guide: Copying a Previous E-Invoice
2. Find the Invoice You Want to Copy
- Click on “Documents”
- Search for the previous e-Invoice you want to copy
- Scroll to the far right of the invoice entry
3.Copy the E-Invoice as a Draft
- Click on the dot button
- Select “Copy as Draft”
✅ You will immediately be redirected to a new e-Invoice creation page.
4. Modify the E-Invoice Details
- Amend the e-Invoice Code if necessary
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- Verify the Buyer/Customer Information
📌 If billing the same customer : No need to make changes, just ensure the details are correct.
📌 If billing a different customer : Click “Clear” and enter the new customer’s information.
💡 Example from My Experience:
I run a company secretary firm, and my charges are fixed for most clients. When issuing e-Invoices, I simply copy the previous invoice and only change the customer details. This method significantly reduces processing time.
5. Review & Modify Line Items
- Under the Line Item page, review the products/services copied from the previous invoice
- Update quantity, descriptions, or pricing if needed
6. Fill in Additional Information (If Required)
- Add any extra details, such as payment terms, shipping details, or other necessary notes
7. Review & Submit the E-Invoice
- Carefully check all details to ensure accuracy
- Click “Sign & Submit Document”
8. Sign the E-Invoice
- Enter your MyTax ID and password
- Tick the confirmation box
- Click “Submit”
✅ A “Documents Submitted!” message will appear
9. Print & Review the Final E-Invoice
- Click on the generated e-Invoice code
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- Print the e-Invoice and send to customers
Is This Method Suitable for Your Business?
✔ Ideal for:
- Businesses with fixed services or standard pricing
- Professional service providers (accounting firms, secretarial firms, consultants)
- Businesses with recurring customers
❌ May not work well for:
- Retail or B2C businesses where products and customers vary frequently
- Businesses with custom pricing for each transaction
💡 Understand how MyInvois Portal works and decide whether to continue using it or invest in accounting software.
Final Thoughts – Save Time with the Copy Feature
The Copy as Draft feature in MyInvois cuts down the time needed to issue repeat invoices. If your business regularly bills the same customers or charges fixed prices, this is an excellent way to speed up your e-Invoice process.
📌 Stay tuned for our next post! 🚀