To help make invoice schedule entry easier, ReceivablesPro provides the ability to copy the invoice Frequency, Start and End dates, Goods and Services, Payment Terms, Early Payment Incentive, Late Payment Fee, Discount and Note for customer from an existing invoice schedule into a new invoice schedule. This should help you eliminate duplicate data entry if you often send the same or similar invoices to different customers.
To copy an invoice schedule:
Go to the manage recurring invoices tab, and in the table locate the invoice schedule you want to duplicate.
Click the Action button, and then select the “Copy” link as shown below:
The send new invoice screen opens with the Frequency, Start and End dates, Early Payment Discount, Late Payment Fee, Goods and Services, Payment Terms, Discount and Note for customer sections auto-filled with values from the invoice schedule you selected.
In the Customer field, search for and load
the customer who will receive the new invoices. (See
Loading and Entering Customers for New Invoices
and Schedules above for instructions on how to do this.)
NOTE: You can load the same customer
to whom the original schedule was sent, or a different customer.
Customize this invoice by making changes to any of the fields, the schedule, Line Items, Payment terms, incentives, penalties, or notes. (See Entering Recurring Invoice Schedules above.)
Save a draft, Preview or Activate the invoice schedule. Or, click the “cancel” button to discard it.