Copy Bill

For even more efficient billing, use Copy to duplicate an existing bill.  Copying a bill will create an exact duplicate that can be edited prior to submission.

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

Step 2.  Choose whether to copy Documents, then click ‘Copy’

Step 3.  Check the new bill for accuracy, make adjustments if needed, then click ‘Save Changes’

Step 4.  Optional: from the Bill Page, click ‘Add’ to upload Documents

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

Now you’re getting the hang of it!