Clone a Payment

The Clone a Payment action is available from the dropdown menu next to the

Create a Payment

button (downward arrow icon).

This function creates a copy of the selected payment from the list of objects.

• After clicking the Clone a Payment option, a new payment object is prepared and opened in edit mode.

• The cloned payment is not saved until the

  OK

  button is pressed.

• Cloning is available only for payments that are not Reconciliations.

Field Behavior When Cloning a Payment

When a payment is cloned, most fields are copied from the original record, while specific fields are refreshed or cleared to avoid transferring data that must remain unique:

• Created By field → set to current user.

• Created Date field → set to the current timestamp.

• Opposite Payment field → cleared.

• Data from other tabs (Bank Charges, Documents, Payment Options, Funds Allocation) → cleared.