Copying invoices
Menu paths
- Invoice ➔ Entries ➔ Invoices
- Invoice ➔ Reports ➔ Invoice history
Introduction
With this feature, you can copy the information of the selected or original invoice that has been processed to a new invoice.
What version are you using?
The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I copy information of an invoice to a new invoice?
- In the Invoice / Entries / Invoices or Invoice / Reports / Invoice history screen, define the relevant criteria.
- Click Search.
- Select an invoice with the information required, and then click Copy. The Copy: Invoices screen will be displayed.
- Select the invoice code, and then click Generate.
Fields
Process section
Invoice code
Type or select an invoice code for the new invoice. By default, the invoice code of the original invoice is displayed.
Copy: Sales employees
Select this check box to copy the sales employees and the commission split of the sales employees from the source to target invoice.
Note: This is available only if you have selected the Use sales commission check box in the Sales commissions section at System ➔ General ➔ Settings, under Order settings. For more information, see Order settings.
Change: Person
Type
or select an active person for the new invoice. By default, this field is
blank.
Progress section
Results
This option is automatically selected if there is no error during the copy process. This option cannot be edited.
Errors
This option is automatically selected if there is an error during the copy process. The error is displayed in the Result column. This option cannot be edited.
The information in the following columns cannot be edited.
Our ref.
This column displays the internal reference numbers of the original invoice.
Invoice date
This column displays the date of the original invoice.
Journal
This column displays the journal linked to the original invoice.
Order
This column displays the number of the sales order linked to the original invoice.
Your reference
This column displays the customer or supplier reference number registered for the original order.
Inv. code
This column displays the invoice code used for the new invoice. The information will be displayed only after the copying process is completed.
Seq. no
This column displays the sequence of the copied invoice. For example, if you have copied three invoices based on the selected invoice, then '3' will be displayed.
Results
This column displays the result of the copy process. The information will be displayed only after the copying process is completed.
Buttons
Generate
Click this to start generating an invoice based on the information from the original invoice. Once completed, the Seq. no and Result columns will be updated accordingly.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
13.751.863 |
| Assortment: |
Exact Globe+
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Date: |
01-06-2023 |
| Release: |
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Attachment: |
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