Maintain Memorized Sales Invoices

How Do I...

You can enter and save common transactions such as customer invoices for later use. For example, you can repeat a previous transaction several times. Using memorized transactions can save time in repetitive data-entry tasks.

ClosedHow are memorized sales invoices different from recurring invoices?

Recurring invoices are set up to recur at specific periods--daily, monthly, weekly, and so on. And they recur exactly the same each time. Memorized sales invoices are meant more as templates for common sales that your customers may have. And they do not recur at regular intervals. Therefore, a monthly billing for a service contract should be set up as a recurring invoice not a memorized invoice.

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Closed Entering and using memorized sales invoices

To create a memorized sales invoice,

  1. Enter a Transaction ID and Description that describes the transaction.
  2. Then, enter the invoice information.
  3. 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 sales invoice fields are maintained in memorized transactions. Once the memorized invoice is selected for use in the Sales/Invoicing window, you must enter unique fields such as the invoice number and date.

Enter and use memorized sales invoices

ClosedMemorizing existing sales invoices

You don't have to create a memorized invoice from scratch; you can memorize an already existing transaction as well.

Memorize existing sales invoices

ClosedUsing memorized sales invoices while working in the Sales/Invoicing window

Once you set up memorized invoices, you can select and use them in the Sales/Invoicing window. Just click the drop-down arrow to the right of the List button. Then, click Select.

Published: March 21, 2017
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