Introduction
Copying invoices is a time-saving feature that allows you to create new invoices based on existing ones. This is particularly useful when you frequently receive similar invoices, as it reduces data entry time significantly.
What Does This Feature Allow You to Do?
This feature enables you to:
Create a new invoice based on an existing entry in Farmplan Business Cloud.
Choose to copy exactly (with a new reference and invoice date) or use as a template for modifications.
How to Copy a Supplier Invoice
Navigate to Suppliers > Supplier Invoices.
Find the invoice you wish to copy (use the search box to speed up your search).
Select the green box with three white dots, then choose 'Copy invoice'.
In the new data entry screen:
Enter the date and invoice reference for the new invoice.
Amend details where required, including allocations, descriptions, amounts, or quantities.
If it's a split invoice:
Click the 'Split' icon to view details from the original invoice.
Make any necessary changes to allocations, descriptions, amounts, or quantities.
Add or remove lines as required.
Save your new invoice.
How to Copy a Customer Invoice
Go to Customers > Customer Invoices.
Find the invoice you wish to copy (use the search box to speed up your search).
Select the green box with three white dots, then choose 'Copy invoice'.
In the new invoice data entry screen:
Enter the date and invoice reference for the new invoice.
Amend details where required, including allocations, descriptions, amounts, or quantities.
Save the new invoice.
Important Notes
You can copy any customer or supplier invoice in the system, regardless of its status (paid, unpaid, credited, or in a closed VAT period).
Editing the original invoice after copying will not affect the newly created invoice.
Consider using the Recurring Transactions feature for invoices with identical details from the same supplier/customer at regular intervals.
Copying invoices is a simple feature which enables you to speed up data entry. If you tend to get a lot of similar invoices then copying one and changing just a few details could save a whole lot of time compared with typing in all the details from scratch.