Office of Business Operations

Copying an AR Invoice

The goal of the Copy function is to allow departments to duplicate previously completed invoices to a customer for recurring billings.

Copying an Invoice:

AR Transactions summary 

Step 1:

Log into eBusiness, select FIN responsibility. From the menu, select AR Transactions Summary. To search for the invoice number that you would like to copy, enter the invoice number and click find.

 Select inoice

Step 2:

Select the invoice that you plan to copy by clicking to th eleft of the line. Once selected, click COPY TO.

 copy transaction screen 

Step 3:

The copy transaction screen will display. From there you will need to complete the following fields:

  • RULE: Select from Annually, Semi-Annually, Quarterly, Monthly, Bi-Monthly, Weekly, Single Copy, Days
  • NUMBER OF TIMES OR DAYS: Depending on the Rule selected, indicate # of times (or days) that you would like the invoice to be copied.
  • FIRST TRANSACTION DATE: Verify and enter the date for the first copy of the invoice.
  • FIRST GL DATE: Verify and enter the appropriate GL date to match the First Transaction Date.

 When complete, 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.

If you have any questions about Copying an Invoice please contact the Accounts Receivable team at or by phone at 319-273-2162.