RB User Guide > Production > Turn In > Generating invoices

Copying services to another party

Save time if multiple parties to a job are ordering the same services by setting up one invoice with the services to be billed, then copying the service items to other parties.

Continued from Adding & updating services.

1. In the Invoices pane of an Edit Turn In - Job# window, locate the witness record you want to copy services from.
2. Click next to the hyperlinked Witness name and select Copy Services To.
3. In the Copy Services To panel:
   • Selected witness record appears in the Copy From pane with its invoice identifiers.
   • The rest of the witness records and their invoice identifiers are listed in the *Copy To pane. You must check at least one box in the list. Or click the box in the header to select all.
4. Click Copy.
5. All of the service items copy over to the selected witness record(s). To update each witness record’s services, see Adding & updating services.

Reference

• Parties

Step-by-step instructions

• Adding & updating services
• Adding & updating individual service items
• Adding standing requests
• Selecting preferred or requested services