Duplicate creates a new AP Invoice or AP Credit Memo using the information from an existing record. Duplicate is available on the AP Invoice record and the AP Credit Memo record. For a description of the fields on each record, see AP Invoice Form Details or AP Credit Memo Form Details.
Duplicate is available on saved, unapproved records in both the Accounting and Inventory apps.
Security
Users must have one of the following permission(s) to create an AP invoice or credit memo:
Accounting:
Accounts Payable → AP Credit Memos → Create AP Credit Memos
Accounts Payable → AP Invoices → Create AP Invoices
Inventory:
Food → AP Credit Memo → Create AP Credit Memos
Food → AP Invoices → Create AP Invoices
Duplicate a Record
Follow these steps to duplicate an AP Invoice or AP Credit Memo:
Click steps to expand for additional information and images.
1) From either the AP Transactions page (Accounting), All Transactions page (Accounting), or Invoices page (Inventory), click an existing AP credit memo or AP Invoice.
AP Transactions
All Transactions
Invoices
2) Click the menu button, then select Duplicate.
AP Invoice
AP Credit Memo
3) If the record has attachments, select whether to duplicate both the transaction and attachments or attachment only.
A new, duplicated form will open