This article outlines how to use the 'Copy Charges Locally' option in the left hand menu of the Charges tab.

This option enables users to duplicate charges on the same case, copying the charge description, date and amount if needed.

Users can utilise this tool to quickly credit charges as it is possible to copy charges and convert the amount to a negative number.

To use the ‘Copy Charges Locally’ option:

1. Go to the Charges tab of a case

2. Choose Charges to Copy

> Use the tick box to select which charges on the case you would like to copy.
> You can copy multiple charges at once.

3. Set Charge Copy Settings

Specify the new charge information:

> Copy Amount as: Set the new charge amount as ‘Positive’ or ‘Negative’.

   Note: This is a quick way to create credit charges.

> Date: Set new charge date as ‘Today’s date’ or ‘Original Charge Date’.

4. Click ‘Copy’ (Or Click ‘Cancel’ to go back)

The new charges will be added to the Charges tab of the case.