Once an invoice has been approved, our Business Office uses custom fields to include notes, follow-up items, etc. When those invoices are copied the next month by the end user to populate with the standard items, it is also including those custom fields. We do not want custom fields to copy over.

Some schools may like this option, so I would suggest a toggle in Settings.

On = include custom fields when copying an invoice

Off = do not include custom fields when copying an invoice