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Copy and Create New Invoices

Copy and create a new invoice from one that already exists.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Paid tab, select the invoices you want to copy.
  3. Click Select an action... and select Copy & Create New Invoices.
  4. Enter the Invoice Date and click Copy & Create New Invoices.
Copied invoices display in the Unpaid tab.