Maintain 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

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

Memorize existing sales invoices

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.