How to Create a Document from a Memorized Document

• A List of Memorized documents will open up
• Using the Filters on the grid find the Memorized Document you wish to use.
• On the Column Headings Description, Type, and Document there is an action Item in the field.
• Click the action menu from the field and select Create from Memorized

2. - A New document will open up with the Current Date

• Make any necessary Changes to the new Document
  • Date
  • Reference
  • Amounts
• Once the new invoice represents the current invoice
• Click Save & Post