There are two situations in which ‘copy invoices’ may be required:-
1.    A parent has ‘mislaid’ the original and requests a copy in order that they can make payment
2.    Another adult requires a ‘copy’ of an invoice for information (eg. a non fee-paying separated parent).  This is a different situation from the first, since the recipient will not be expected to settle the account.  To distinguish the two, we have called this second document an ‘Info copy’ invoice.

To produce a genuine copy as a replacement (situation 1 above):-
1.    On the Finance Menu click ‘Invoices’
2.    Locate the batch which contains the invoice for which a copy is required
3.    Click ‘Open invoices’, and locate the required invoice
4.    Click the button at the bottom of the invoice record
 
The ‘Copy invoice’ button allows you to produce an exact copy of the current invoice at any time.  It is the same in every detail as the original invoice except that it includes the words ‘Copy Invoice Only’ adjacent to the date and invoice number.
 
To produce a copy invoice for information only
The second scenario, where a copy invoice is required to be sent to a third party for information (eg. a separated, non fee-paying parent), uses a different procedure.  This involves:-
1.    Flagging the recipients of the ‘Info copies’ of the invoices on each contacts’ record
2.    Running a routine from the ‘Invoices’ option of the Finance Menu for the selected invoice batch.  This looks through every pupil to locate contact records with the ‘Copy’ flag set and produces a separate version of the invoice for the flagged contact with their name and address printed on it, together with the legend ‘Copy Invoice Only’ to make it clear that it is not for payment.
The best starting point in this process is probably the ‘Multiple Adults’ option on the Finance Menu:-
 

If parent records have been correctly maintained, every pupil who has more than one contact record should be listed; thus parents who no longer are living together will be shown separately.  The parent who will be paying the fees should have the ‘Fee Payer’ flag ticked and have as Bursary Key and be shown as paying 100% of the invoice (unless they are sharing it with a third party).  The other parent, who requires a copy of the invoice for reference, should have the ‘Copy invoice’ flag ticked but not the ‘Fee Payer’ flag and does not need a Bursary key (see below).

To produce a batch of ‘Info copy’ invoices for all contacts with the ‘Copy invoice’ flag set:-
•    Go to the Finance Menu | Invoices
•    Select the appropriate invoice batch for which copies are required
•    Press the ‘Copy invoices’ button

The system will generate the copy invoices for all contacts with the ‘Copy invoice’ flag set.
These invoice copies are created ‘on the fly’ each time the routine is run.  No actual invoices are created, and therefore no details will be exported to your accounts system since the adults involved are not the fee payers.