Copy previous payment

We need this to be added back.


This is still on your help instructions. how can you remove the option if your instruction still there.

To save time adding multiple payments for a deposit, copy an existing payment.

When you add a payment for a deposit with at least one payment, the last three payments for that deposit appear on the right. If the payment you want to copy doesn't appear, you can search for it. When you find the payment, select it to copy the date, amount, description, category, payment method, and distributions for the new payment. You can edit the information as needed and you can also include more information such as attachments and custom fields.

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  • May 27 2026
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