The following information provides details on the fields and options on the Memorize Invoice screen. It is used to specify or edit the memorize settings for selected invoices.
To access this screen, click Edit 
for an invoice displayed on the Memorized Invoices screen, or from the Manual Invoice, Invoice Review and Retainer History button panel.
Invoice (Read Only):
The invoice number of the invoice that you want to create automatically. The value gets automatically carried from the screen where it was being called from, which can be any of the following: Manual Invoice, Invoice Review or Retainer History screen.
Amount (Read Only):
The amount for which the invoice is being generated. The amount displayed is the net amount of the invoice being scheduled.
Name:
Name of the memorized invoice. Use a name that will help you easily identify the invoice schedule.
Inactive:
Checked indicates inactive status. Inactive memorized invoices do not show up for processing in Memorized Invoices List.
Description:
You can define the memorized invoice description here. The field size cannot exceed 100 characters.
Schedule Settings
Frequency
The drop-down gives you the options for selecting the frequency of the memorized schedule. The options available are Daily, Weekly, Biweekly, Monthly, Quarterly and Yearly.
Specify the limit for the memorized schedule using any of the following options:
Never Expires: The invoice will be sent for processing according to the frequency selected. However, the processing cycle of invoices will never stop.
Repeat: (Times): The invoice will be sent for processing according to the frequency selected. However, the processing cycle of invoices will continue till the specified number of times.
Start Date:
Select from the drop-down calendar, the start date from which the memorized schedule will start processing the invoice.
End Date:
The invoice will be sent for processing according to the frequency selected. However, the processing cycle of invoices will stop on the specified end date.
Notify Settings
Invoices will be processed by:
Select from the drop-down list the ID of the employee or vendor who will be responsible for the processing of memorized invoice. When the specified Web User logs into Web Suite, he will be prompted by Memorized Invoice screen to process the invoice, if the invoice is due according to the schedule set.
Automatically process and inform:
Select from the drop-down list the ID of the employee or vendor who will be responsible for the processing of memorized invoice. With this option selected, invoice will be automatically processed by Web Suite and the message will pop up on the screen. Clicking on it shows the message notifying the person about the processed invoice.
Other Settings
Use Next Available Invoice Number:
The next sequential invoice number will follow the invoice number sequence which has been specified in the global settings screen. However, if the Custom Invoice number option has been set at the project level, preference will be given to it.
Use Custom Invoice Number:
Select this option to use customized invoice numbering on invoices. Specify the Prefix, Last Invoice Number and Suffix in the available textboxes.
Release Time:
Associates time entry automatically with the manual invoice which has been processed. However, the time entries do not affect the invoice amount.
Release Expenses:
Associates expense entry automatically with the manual invoice which has been processed. However, the expense entries do not affect the invoice amount.
Use Memo on Invoices:
Checked, it ensures that the memo details are displayed on the invoices.
Process as Draft:
Checked, the memorized invoice is set as a draft invoice. On the scheduled date, you will be prompted to review and finalize it. This option is set in the Memorize Invoice screen.
Memo:
Allows you to edit or create a memo for the memorized invoice selected.
Help:
Opens the Web Suite Help in the Memorize Invoice section.
Create Invoices:
Click to create the memorized invoice either from Manual Invoice, Invoice Review, or Retainer History screen.
Save:
Click Save button to record a new entry.
Return:
Closes the screen and takes you back to the main screen.