How can invoices be copied? What data will be copied?
Copying invoices allows users to access invoices without re-uploading them to Dooap. This can be useful, for example, when an invoice has been accidentally moved to the archive.
- Status: The status of the copied invoice is New. Therefore, the invoice must be approved before transferring to payment.
- Invoice number: The invoice numbers of the new and old invoices are the same and will therefore be marked in red. This alerts the user to duplicate invoice numbers but does not prevent the transfer for payment. To avoid this, either the original or the copied invoice must be removed or renamed.
- Original invoice: The original invoice will remain in Dooap unchanged when it is copied.
The following data will and will not be transferred to the copied invoice:
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Data retained when copying
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Data not copied
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Please note the list is not all-inclusive and is meant for reference only.
Copying an invoice
An invoice can be copied in either the Handling view or the Search view. Please note that archived and transferred invoices can only be copied in the Search view.
Copying Invoices in the Handling View
- Select the invoices you want to copy.
Active invoices section: Click the + icon on the invoice row. The selected invoice row will turn blue.
Next invoices section: Click the checkbox to select an invoice. To select multiple invoices at once, hold down CTRL key from your keyboard and select the invoices. The selected invoice(s) row(s) will turn blue. - Click Copy selected invoices from the section you selected the invoice(s) from.
All selected invoices will be copied to the clipboard when pressing the button.
- When an invoice has been copied, Paste as new invoices button will appear. To create a new invoice of the copied invoice, click Paste as new invoices, select Entire invoice and click Done.
- All copied invoices will be added to the Next invoices section.
Copying Invoices in the Search View
1. Search the invoice you would like to copy.
2. Select the correct invoice and click the three dots to display the drop-down menu. Then select Clone to copy the invoice to a new invoice.
3. The invoice will be added to the Next invoices section in the Handling view.