Invoice Copy

							                                               Quick Reference Guide 
                                      Copying an AR Invoice 
                                                 UNI e‐Business Suite 


                                         Invoice Copy 
Departments can use the Copy feature to duplicate completed invoices to a customer for recurring
billings.

   1. Locate the invoice to be copied.




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   2. Select the Invoice by clicking to the left of the line.
   3. Click on Copy To.




                            For questions, please contact Brian Looby, Bursar, at 3-3537.
                                               Updated 12/1/09 by ksp
                                                                                                   1
                                              Quick Reference Guide 
                                     Copying an AR Invoice 
                                                UNI e‐Business Suite 


                                        Invoice Copy 




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Field Name                                    Description/Action
4.    RULE                                    Select from Annually, Semi-Annually, Quarterly, Monthly, Bi-
                                              Monthly, Weekly, Single Copy, Days
5.    NUMBER OF TIMES                         Indicate # of times (or days) you would like the invoice to be copied
                                              depending on Rule selected.
     Or NUMBER OF DAYS
6.    FIRST TRANSACTION DATE                  Verify/Enter the date for the first copy of the invoice
7.    FIRST GL DATE                           Verify/Enter the appropriate GL date to match the First Transaction
                                              Date.

8.    Click on   to save your work.

        Note: The copied invoices will be in a completed status. Requery your invoices to change them
to incomplete and make any necessary changes.




                           For questions, please contact Brian Looby, Bursar, at 3-3537.
                                              Updated 12/1/09 by ksp
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