To Memorise a Batch of Invoices or Credit Notes

(Accountant Plus and Financial Controller only)

1. Enter your batch of invoices or credit notes. For further information about entering invoices or credit notes, refer to the Invoicing chapter.

2. Click Memorise.

You cannot memorise an empty template. If you try to memorise an empty template, a message appears informing you that there are no transactions to memorise. Click OK to continue.

Note: You can also memorise your batch of invoices/credit notes by opening the Edit menu and choosing Memorise.

The Memorise window appears.

3. Select the directory where you want to store your template batch invoice, for example in your ACCDATA directory, and then enter a filename for your template.

4. To save the template, click Save. If you do not want to save the template, click Cancel.

If the filename already exists, you are prompted to overwrite the contents of the template. If you want to do this click Yes. If you do not want to overwrite the existing template, click No and enter a different filename.

You have now memorised your invoice or credit note template. The batch data entry window appears.

5. If you do not want to post the invoices or credit notes, for example if you are waiting for additional information, click Discard. If you do want to post the batch entry, click Save.