Maintain
Memorized Payments
How Do I...
You can enter and save common transactions such as vendor payments for
later use. For example, you can repeat a previous transaction several
times. Using memorized transactions can save time in repetitive data-entry
tasks.
Learn More
Entering
and using memorized payments
To enter a memorized payment, enter a transaction ID and
description that describes the transaction; then enter the payment information.
When finished, select Save to
record the memorized transaction for later use. Memorized transactions
are not posted to journals or the general ledger.
Note, however, that not
all payment fields are maintained in memorized transactions. Once
the memorized payment is selected for use in the Payments
window, you must enter unique fields such as check/reference number and date.
Note: When you create a payment on the Payments window, you have to choose a payment method. The payment method on payments created from memorized payments will default to the payment method that was set up for the vendor, but you can choose a different payment method if you want to. If you are entering an electronic payment, the payment method will default to Electronic unless you have deleted that payment method from Vendor Defaults.
Enter
and use memorized payments
Memorizing
existing payments
You don't have to create a memorized payment from
scratch; you can memorize an already existing transaction as well.
Memorize
existing payments
Using
memorized payments while working in the Payments window
Once you set up memorized invoices, you can select and
use them. On the Payments window, click the drop-down arrow to the right
of the List button. Then, click Select.