PSA A/R - Memorized: How to edit a Memorized A/R Invoice template

How to edit a Memorized A/R Invoice template

The line items on a memorized invoice template may not be edited. Instead, to change the line items, delete the existing memorized invoice template and create another invoice to memorize with the updated information. If you do not have the delete button on your Accounts Receivable, Memorized Invoices screen, ask your church administrator to delete the memorized invoice. Or, if you belong to a diocese and have no administrator, ask your diocese to delete the memorized invoice.

Although you may not edit the line items, there are some fields that may be updated. See, How to manage or view a memorized transaction.

 

 

 

 

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