Clone an invoice

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Cloning starts a new invoice with the same lines, frequency and Bill To as the original.

Before you start

• Finish Find a child's invoices first.

Steps

1. Open the invoice and tap ... (top right).
2. Tap Clone Invoice.

   Screenshot coming soon01 · child_detail

   Clone Invoice in the invoice menu

3. Select the children or staff to bill and tap Continue to Invoice.
4. Review the lines, set Due on and the other options, and tap Save.

Troubleshooting

• No Clone Invoice option. Only invoices made entirely of tuition, add-on, extra, scholarship and discount lines can be cloned. Invoices with credits, prepayments, late fees or vouchers can't. Deleted invoices can't be cloned either.