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arott
Level 1

Memorized Transactions and Invoices

I have three related questions that I am seeking help.  

1) I updated service costs in Items List due to price increases.  I have a large number of memorized transactions that generate a monthly invoice to customers.  It does appear those price increases are being picked up in memorized transactions.  From research on forum, it seems the only way to update those is to manually edit each memorized trans.  Is this correct?

2) After posting my monthly memorized transactions, I print those invoices by selecting File, Print Forms, Invoices.  Every month I am missing about 20% of those invoices in the Print Forms section.  If I go to the individual customer record, the invoice was generated, posted and can be printed by individual customer record, but they do not appear under Print Forms, Invoices.  I have checked all settings repeatedly (not many to check) and they are same settings as ones that do print.  It has happened when adding new memorized transactions as well as existing.  Same ones every month with existing. 

3) After doing step 2 and using File, Print Forms, Invoices and selecting that months batch of invoices to print, I print them.  However, in some cases they are never removed from the Print Forms, Invoices batch print.

1 Comment 1
IamjuViel
QuickBooks Team

Memorized Transactions and Invoices

I appreciate the complete details about your concern, @arott.

 

Yes, you're correct you'd want to change the price by opening the memorized transaction and update it from there. Let me share some information to help make sure you're able to manage and print your memorized transactions.

 

Here's how to update your memorized transactions:

  1. Go to the Lists menu.
  2. Choose the Memorized Transaction List.
  3. Double-click the transaction to open.
  4. Change the item price and hit Memorize.
  5. Click Replace.
  6. Click the Clear button then Esc key on your keyboard.

Leave your comments below if you have other questions. I'm always here to help.

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