Accounts Receivable Invoice

Lorraine Foster
Lorraine Foster
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in Blackbaud Financial Edge NXT® General Discussions

Can an accounts receivable invoice be copied to begin a new one for the client with out setting up a recurring invoice? I am noticing I have several clients we send invoices to, the items or information may change a little.

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Lorraine Foster

    There isn't a copy function in the DB view one. Recurring would be the only “template” one. Otherwise it's make it manually / import them as needed. I would hope in the new Webview build, that there will be a copy, like we have in AP.

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