Copying Invoices
The Copy Transactions window lets you automatically create invoices for goods or services that you regularly provide to your customers. For example, you need to bill your customers for services or products provided once a month for two years, but do not want to manually create a new invoice every month. By creating invoice copies, you can quickly create a group of invoices that share the same characteristics.

All of the dates for the copied invoices (for example, invoice date, GL date, and due dates) are determined using the copy rule that you specify.
When you copy invoices, Receivables does not derive the exchange rates and tax rates from the copied invoice date. Instead, it derives the exchange rate and tax rate from the date of your first copied invoice. Consequently, if you are copying invoices in a foreign currency, or have tax rates that change over time, you may need to manually update the
exchange rate and tax rate. 

You can use the Transactions window to update the tax rates for your copied invoices.
Attention: If the invoice you are copying has lines that use inclusive tax codes and a tax rate has changed, the line amounts for your copied invoice(s) will also be different from the original transaction. This is because the line amount for a line assigned to a tax inclusive tax code includes tax. If the tax rate for any of the original invoice’s lines has changed, the line, tax, revenue, and sales credit amounts for the copied invoice(s) will be different from the original transaction.
Receivables uses the invoice amount from your model invoice on your copied invoices. Therefore, even if the model invoice has been credited, adjusted, or paid, the amount for all copied invoices is equal to the original invoice amount.

You can copy invoices as often as you want and create copies from any existing invoice, even if it is closed.
You create, review, and update copied invoices in the Transaction window.

Voiding Transactions
Receivables lets you make a debit memo, credit memo, on–account credit, invoice, or chargeback invalid by updating the transaction type.
You can only void a transaction if both of the following are true:

• it does not have any activity against it
• it has not been posted to your general ledger

Maintaining Transactions
You can review and update invoice, debit memo, deposit, guarantee, credit memo, on–account credit memo, and chargeback information for transactions you enter manually or import into Receivables using AutoInvoice.
If the Allow Change to Printed Transactions system option is Yes, you can update most transaction information, even if it has been printed.
However, once there is activity against it, Receivables does not let you update most transaction attributes. Activity includes actions such as payments, credit memos, adjustments, and including the transaction on a consolidated billing invoice.

You can update debit item information such as the due date, PO number, salesperson, and remit–to address. You can also place a debit item in dispute by specifying a dispute amount, exclude a debit item from finance charges, or update the bill–to information. Receivables also lets you enter or update the exchange rate of your debit item if your debit item does not have any activity against it.
You can also record other information by adding notes about your debit items in the Notes tabbed region of the Transaction window.

Printing Transactions
The Print Invoices window lets you generate invoices, debit memos, commitments, chargebacks, credit memos, and adjustments to send to your customers. You can preview the transactions that will print by selecting the Invoice Print Preview program.
Note: You can also use Consolidated Billing to create a single document that summarizes all of a customer’s activity for a
specific period. The system option Allow Change to Printed Transactions determines whether you can update a transaction after it has been printed. However, you cannot update a transaction if it has activity against it, regardless of how you set this option. Examples of activity include payments, credit memos, adjustments, and including the transaction on
a consolidated billing invoice.

The Print Date field in the Transactions window shows you the last time a transaction was printed.