You can copy an invoice to create a saved temporarily version of the invoice. This is useful if you need to add charges or change the charges on an invoice that is unpaid - copy the existing unpaid invoice to create a saved temporarily invoice, then edit and send the copied invoice.
Here is a quick interactive walkthrough of copying an invoice:
COPYING AN INVOICE
To copy an invoice simply:
| 1. Click Invoices
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| 2. Locate the invoice you would like to copy. Hover over the gear icon and click copy |
| 3. Click OK to confirm your choice
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| 4. The invoice will be copied and placed in the "Saved Temporarily" status
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| 5. Hover over the gear icon and click the edit pencil to make any modifications to this copied invoice
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| 6. You can delete any line items within the invoice
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| 7. You can change the cost associated with any line item
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| 8. You can change the accounting categories associated with any line item
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| 9. You can modify the invoice date
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| 10. Click Save to confirm your modifications to this copied invoice. Click Save and Send to send this invoice to the family for payment. |
