Copy Bill

For even more efficient billing, use Copy to duplicate an existing Bill. Copying a bill creates an exact duplicate that you can edit before submission.

Step 1. From the Bill Page, click ‘Copy’

Step 2. To copy Documents with the Bill, check ‘Copy Documents’

Step 3. Click ‘Copy’

Step 4. Review the new Bill for accuracy, make adjustments, then click ‘Save Changes’

Step 4. (Optional) Click ‘ + Add’ to upload Documents

Step 5. (Situational) To submit the bill, click ‘Send’

Now you’re getting the hang of it!