Clone an Invoice Entry

Careview enables you to clone an existing Invoice Entry. This may be useful if your Service Providers are providing a repetitive pattern of services.

Use the following steps to clone an existing invoice entry;

1.      Click on Plan Management then Invoice Entry from the Main Menu.

2.    The Service Entry screen displays.

3.     Click on the Clone icon, next to the Invoice entry you wish to clone.

4.     The Create New Invoice screen displays.

5.      Modify the fields as required and click on Create Invoice.

6.      The Service Entry screen displays, and the new Invoice Entry will display in the list.

If the invoice entry doesn't appear in the list, ensure that you click on Clear Filters.

The clone button on an invoice entry will be unavailable, if the service provider selected on that invoice has a status of 'Inactive'.

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