s. How to Duplicate an Invoice

When you want to Add a new invoice to a payment plan in some cases it may be easier to Duplicate an existing invoice instead.

The following examples can represent a good use case for duplicating an invoice:

1. Adding an additional month of payment to a payment plan.
2. Charging an invoice again before the existing invoice status has updated, when a change of payment method is required.
3. Repeating a one-time charge that needs to be billed again for the same student.
4. When the existing invoice details (Student/Parent/Program/Payment Plan/Invoice names) require an update, since those details are fixed when the invoice is created.

To Duplicate an invoice, click the 3 dots to the right of the existing invoice and click Duplicate.

This will bring up a Duplicate invoice dialog where you can adjust the invoice details before adding the new invoice. For example, you can adjust the dates on the existing invoice forward by one month and then click Duplicate to add the invoice.