How to Copy Charge up Invoices

Description: Profitz allows you to quickly duplicate existing Charge‑up Invoices. This feature streamlines the creation of similar invoices for recurring charges or related projects. You can copy an invoice at any stage, edit it before posting, and reuse it as many times as needed.

Step‑by‑step instructions

1. Start the Copy Process

1. Navigate to Jobs › Charge‑up Invoices.
2. Select the invoice you want to duplicate.
3. Click Copy Charge‑up Invoice.

Note: Invoices do not need to be posted before they can be copied. You can copy an invoice at any point.

2. Set Debtor and Job Details

1. When prompted, enter the following:
   • Debtor Account: Select the debtor account for the new invoice.
     • Important: This field is compulsory.
   • Job Number: Optionally select a job number.
     • Defaults to the job number from the original invoice.

3. Confirm and Edit the Copied Invoice

1. Click OK to generate the new invoice.
2. Review the copied invoice details.
3. Make any necessary edits before posting.

Note: Any lines imported from job costs will not be copied. If required, reload job costs into the new invoice.

FAQ

• Can I copy an invoice multiple times? Yes, you can copy an invoice as many times as needed.
• Do job cost lines copy automatically? No, job cost lines are excluded. You must reload them manually.
• Can I edit a copied invoice before posting? Yes, copied invoices can be edited freely before posting.

Related articles

• How to Create Charge‑up Invoices
• How to Manage Charge‑up Invoice Cost Items