The proof invoice is automatically created for the payer who has the largest payment share in the matter. If there are other payers, however, the proof invoice can easily be copied.

The copy action is useful especially if changes need to be made in the transactions and expenses after creating the proof invoice. An edited proof invoice can then be copied for other payers, instead of making the same changes on every proof invoice separately.

1. Pick the proof invoice to be copied in the Financial Management > Proof Invoices folder.
2. Select Copy Proof Invoice on the ribbon.
3. The system opens a window that lists the other payers in the matter.
4. Pick one or several payers and click OK.
5. If you select several payers, the software provides you with a summary.
6. The copied proof invoices get their VAT percentages from the payer’s information.