Copying an Invoice (in Accounts Payable)

  1. From the Accounts Payable screen, select the Data Entry menu and then Invoices.

  2. Select the desired batch of invoices into which to copy the invoice by double-clicking on the desired batch description, or if needed, create a new batch.

Steps to Complete Batch Options for Invoices

  1. Select the Options menu and then Copy Invoice.

  2. At the Copy Invoice screen, enter the ID of the vendor for the invoice to copy in the Vendor ID field.  If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.

Note:  Click the Find button to select the correct vendor and invoice number of the invoice to copy; then continue with Step 6.

  1. Enter the number of the invoice to copy in the Old Invoice Number field.  If the invoice number is not known, click the Find button to select the correct one.

  2. If desired, enter the invoice number to use for the new invoice that will be created in the New Invoice Number field; otherwise, leave the field blank to have the system automatically assign the current date as the invoice number using the yyyymmdd format.  The invoice number can be alphanumeric and up to 20 characters long (for recurring invoices, only 15 characters).

Note:  If having the system assign the invoice number and the invoice number has already been used for the vendor, the system will add a dash and four numbers starting with 0001 at the end (for example, 20150115-0001).  If the Recurring Entries field is selected for the batch, the system will not assign invoice numbers if the field is left blank.

  1. Click the Execute button.

  2. The newly created (copied) invoice will appear on the screen; if needed, make changes and then click the Save button.