---
title: "Duplicate an AP Invoice or Credit Memo"
slug: "duplicate-an-ap-invoice-or-credit-memo"
description: "Learn how to duplicate an AP Invoice or AP Credit Memo, manage duplicate numbers, attachments, permissions, and saved record settings."
status: "update"
updated: 2026-10-31T01:00:59Z
published: 2026-10-31T01:00:59Z
canonical: "docs.restaurant365.com/duplicate-an-ap-invoice-or-credit-memo"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Duplicate an AP Invoice or Credit Memo

Duplicate creates a new AP Invoice or AP Credit Memo using the information from an existing record. Duplicate is available on the AP Invoice record and the AP Credit Memo record. For a description of the fields on each record, see [AP Invoice Form Details](/docs/duplicate-an-ap-invoice-or-credit-memo#) or [AP Credit Memo Form Details](/docs/duplicate-an-ap-invoice-or-credit-memo#).

Duplicate is available on saved, unapproved records in both the Accounting and Inventory apps.

> [!NOTE]
> **Duplicate Record Numbers**
> 
> When a duplicated record shares the same number **and** vendor as an existing record, the system will handle it differently depending on the setting on the **Duplicate AP Invoice and Credit Memo Numbers preference** on the [System Preferences Miscellaneous tab](/doc/docs/system-preferences-miscellaneous). The following settings determine the outcome:
> 
> - **Allowed** - The record saves with the duplicate number.
> - **Allowed with warning** - Displays a warning — "A [record] for this vendor with the same [record] number already exists." The record still saves.
> - **Not Allowed** - The record cannot save until the number is corrected. Displays a warning — "Duplicate [record] number for this vendor. To allow duplicates, change the "Duplicate AP Invoice and Credit Memo Numbers" preference.

---

## Security

Users must have one of the following permission(s) to create an AP invoice or credit memo:

**Accounting:**

- Accounts Payable → AP Credit Memos → Create AP Credit Memos
- Accounts Payable → AP Invoices → Create AP Invoices

**Inventory:**

- Food → AP Credit Memo → Create AP Credit Memos
- Food → AP Invoices → Create AP Invoices

---

## Duplicate a Record

Follow these steps to duplicate an AP Invoice or AP Credit Memo:

*Click steps to expand for additional information and images.*

****1)** From either the AP Transactions page (Accounting), All Transactions page (Accounting), or Invoices page (Inventory), **click an existing AP credit memo or AP Invoice.****

**AP Transactions**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OCE9CJSO.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D)

**All Transactions**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SXEQ536G.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D)

**Invoices**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z7YAXYPT.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D)

****2)** Click **the menu button**, then select **Duplicate**.**

On an AP invoice, press **Ctrl + M** to duplicate the record with the keyboard.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QAT79V6A.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D)

****3)** If the record has attachments, select whether to duplicate both the transaction and attachments or attachment only.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-74YQ3YTS.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D)

A new, duplicated form will open.