Right-click on the selected documents to reveal the context menu.
Choose the distant document you want to create from the selected documents.
1- Uncheck references if the new document should not be linked to the source documents.
Linked documents will be balanced depending on their balance type. For instance, if you create a credit note (credit) and link it with an invoice (debit), the invoice will be balanced with the newly created credit note.
Therefore, if you duplicate a document, for instance, you might not want to link the new document with the source document.
2- Uncheck line items you don't want to include to the new document.