Memorized Transactions
Tips & Tutorials for the busy business owner on the go.
Don’t have time to read this tutorial? Then download the podcast and take it on the road with you.
Listen to Memorized Transactions.
Tired of entering the same information in your invoices, estimates and bills to pay?
See the QuickTip below to learn how to memorize reoccuring invoices, estimates and bills.
Use these as templates so that you don’t have to enter large amount of detail each time.
If you have a transaction that you frequently enter, you can save time by memorizing it for future use.
Memorized Transactions
1. From the Customers menu, choose Create Invoice.
2. Fill in the line items that you want to appear on the memorized
sales order.
If the information in other fields change with each sales order
you prepare, leave them blank when you memorize the form. For example,
you can enter items, but not quantities.
3. From the Edit menu, choose Memorize Invoice.
4. Type a name that will help you recognize this sales order when
you look for it on the Memorized Transaction list.
5. Make sure that the How Often field says Never and leave the other
fields in the Memorize Transactions window empty.
6. Click OK to memorize the invoice.
