How to Use the Copy Document Feature in Business Central

If you ever find yourself re-entering the same customer data or line items again and again — stop right, there! 

There’s a faster, smarter way inside Business Central: Copy Document.

This small but powerful feature lets you duplicate existing invoices, sales orders, or quotes in just a few clicks — saving tons of manual work and keeping consistency across transactions.

Navigate to Sales Orders (or Sales Invoices / Sales Quotes).

From the Select New and open the card page.

Choose the Copy Document action from the ribbon.

The Copy Sales Document page will open. In the Document Type field, choose the type you want to copy (e.g., Posted Invoice, Order, or Quote). In the Document No. field, select the document number you want to duplicate.

Enable the Include Header toggle if you want to update or carry over the header details as well. When ready, click OK.

Business Central will automatically populate the sales header and line details based on your selected document type and number.

Why Use It

• Save time by avoiding repetitive data entry

• Maintain accuracy and consistency

• Perfect for recurring customers or repeat orders

Thanks for reading.! 😊

Regards,

Khushbu Rajvi