How to Duplicate a Payment Request

You can quickly duplicate an existing payment request instead of creating a new one from scratch. When duplicated, the key details (e.g., amount, description, and customer information) are automatically included.

1. Go to the Accounts Receivable module.
2. Locate the payment request you want to duplicate.
3. Click the three dots menu next to the transaction.
4. Select Duplicate.

Why Use This Feature

• You can create a basic payment request to use as a template for future requests.
• You can edit any details before sending, saving time and reducing manual setup.