# Other Actions in Invoices

Duplicating, downloading, attaching, reminding, and the bulk actions on the invoice list.

The routine work that surrounds an invoice once it exists.

![The more-actions menu open on an invoice, listing Create Credit Note, Clone, Make Recurring, View Journal and Delete. The invoice behind it shows a Paid badge and its recorded payment.](https://www.sorviai.com/help/invoices/invoice-actions-menu.png)

*Make Recurring turns a one-off invoice into a profile. View Journal shows what it posted.*

## Duplicate

Duplicating copies the customer, lines, prices, discounts, notes and terms into a new draft with a new number and today's date. It is the right tool for a repeat charge that is not regular enough to justify a recurring profile.

- Prices copy from the original, not from today's item prices. Check them on an old invoice.
- The reference is copied, so clear it if it belonged to a previous purchase order.
- Payments, credits and attachments are not copied, only the billing content.
- If it happens every month, use a recurring profile instead and stop duplicating.

## Documents and attachments

| Action | What it does |
| --- | --- |
| Download PDF | The invoice as the customer sees it, using your template. |
| Print | The same PDF, straight to a printer. |
| Attach a file | Stores it against the invoice and surfaces it in Documents. |
| Mark an attachment to send | Includes it in the email. Attachments are internal by default. |
| Copy portal link | A URL the customer can open without a login. |

> **Note:**
>
> **Attachments are internal until you say otherwise**
>
> An internal costing sheet attached to an invoice is not mailed to the customer unless it is explicitly marked to send. That default is deliberate.

## Reminders and chasing

Chasing is manual. You send a reminder from the invoice, and the product picks the right template for you depending on whether the invoice is merely sent or actually overdue.

> **Warning:**
>
> **Nothing chases on its own**
>
> There is no reminder schedule. An overdue invoice will sit there indefinitely unless somebody sends the reminder, so collections has to be a routine in your calendar rather than a setting in Finance.

- A reminder is a separate email from the invoice, using its own template.
- The activity timeline records reminders alongside sends, so the whole conversation is in one place.
- Marking a customer inactive does not stop you chasing them. It removes them from the pickers for new documents; the invoices already raised are untouched.

## Bulk actions

Select rows in the invoice list and the bulk bar appears.

- Bulk **Send Email** emails each selected invoice to its own contact.
- Bulk **Mark as Sent** and bulk **Mark as Paid** move a batch of statuses at once.
- Bulk **Print** and bulk **Download** produce the PDFs for everything selected.
- Bulk **Delete** removes the batch.
- There is no bulk reminder and no bulk void. Both are decisions per invoice.