In this guide, we show how to Clone Invoices and Credit Notes within the Finance Module.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to complete Automatic Reconciliation are found in the Finance Module section Config > Setup > Roles & Permissions.
Related guides:
- Accounts Payable User Guide
- How to Add a Non Order Invoice
- How to Add a Sundry Invoice
- How to Add an Order Invoice
- How to Process a Credit Note
- How to Get the Best from the New Finance AG Grids
To begin, go to Modules > Finance > Finance Home Page > Accounts Payable > Invoices & Credit Notes.
There are two ways to Clone Invoices and Credit Notes, either:
- from the Invoice and Credit Notes page
- from the Invoice and Credit Notes details page
Note: It is only possible to Clone Non-Order Invoices, Sundry Invoices and Credit Notes. It is not possible to Clone Order Invoices.
How to Clone Invoices and Credit Notes from the Invoice and Credit Notes page
Select the Invoice or Credit Note you wish to Clone. Click on the Clone button to Clone the selected item.
The Cloned item is created. Make the required changes before clicking Authorise, or Save if the item is to be Authorised later.
How to Clone Invoices and Credit Notes from the Invoice and Credit Notes details page
Select the Invoice or Credit Note you wish to Clone. Double-click on the line or click View/Edit to open it.
In the opened item, click Clone.
The Cloned item is created. Make the required changes before clicking Authorise, or Save if the item is to be Authorised later.
Notes on Cloning
When Cloning an Invoice or Credit Note, these items are not Cloned:
- Attachments
- Templates
- Document history
- Invoice or Credit Note number
- Posting period
- Status
Cloning restrictions:
- If the Supplier type has changed (e.g. Sundry to Non-Sundry), Cloning is blocked with a relevant error
- If the Supplier is On Hold, the Cloning of Credit Notes is allowed but the Cloning of Non-Order and Sundry Invoices is blocked with an error
- If Central is disabled in Global Configuration, the system defaults to the available bank account
- If all Bank Accounts are closed, the Clone will create but leave the Pay From dropdown blank