Copy an Invoice

You can copy an invoice in Leap if you have the Invoices: Create permission in Polaris System Administration (web-based). For more information about invoice permissions, see Acquisitions Permissions Reference.

To copy an invoice

  1. Find the invoice you want to copy, and open it in the Invoice workform.

  2. Select ACTIONS > Copy.

    The New Invoice workform appears with the values from the original invoice.

    A copy of an invoice

  3. Change at least one of the following values:
    • Number
    • Suffix
    • Type
    • Supplier
  4. (Optional) Change values in the other fields.

  5. Select SAVE.

    Leap opens the Invoice Workform for the invoice you just created.