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How do I memorize an invoice for later use? How do I pull up a previous invoice to correct a mistake ?

 
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How do I memorize an invoice for later use? How do I pull up a previous invoice to correct a mistake ?

Hello info63,

 

Here's how you can memorize an existing invoice:

  1. Open the existing invoice. You can click Sales on the left menu and go to the All Sales or Invoices tab.
  2. Click Make recurring at the bottom menu of the Invoice window.
  3. Since you don't have a specific date on when you want to use the template, you can choose Unscheduled in the Type field.
  4. Click Save template.

Feel free to browse this article for more information: How to Create a Recurring Invoice and Manage Recurring Transactions.

 

Meanwhile there are different ways to pull up the previous invoice. You can use the Search option (magnifying glass icon) at the top menu to see the Recent Transactions.

 

If you're in the Invoice window, you can click the counter-clockwise clock icon in the upper-left corner (beside Invoice #).

 

Here's another way to pull up previous invoice:

  1. Click Sales on the left menu and go to the All Sales or Invoices tab.
  2. You can use the Filter function if necessary.

Let me know if you need anything else.

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