This procedure explains how to memorise an invoice, to memorise a sales order, please substitute invoice with sales order. To memorise a purchase order, please substitute invoice with purchase order.

1. On the navigation bar click Invoices and credits.
2. To memorise an existing invoice, select the required invoice then click Edit.
   
   Alternatively, to create a new invoice to be memorised, click New then enter the required invoice information. 
   
   
3. Click Memorise then complete the Memorise window as follows:
   
   

   Reference	Enter a reference for the memorised invoice.
   Description	Enter a description for the memorised invoice.
   Every	In the Every box, enter the frequency for the recurring invoice by typing the relevant number into the first box. From the drop-down list, choose the period for the recurring invoice, this can be either days, weeks, months or years. For example, you could enter 14 days, 5 weeks or 3 months.
   Start Date	Enter a start date for the recurring invoice by either typing in the relevant date or using the calendar  button to browse for the date. When setting the frequency to month and using 31st as the start date, the postings for the months with less days will post on the nearest date before this.
   Total Required	Enter the total number of postings for the recurring invoice. If this box is left blank the Finish Date defaults to Perpetual.
   Suspended?	To suspend the posting, select the Suspend? check box.

   
   The Frequency options are only available if you've the Type field set to Invoice, Sales Order or Purchase Order, the customer or supplier reference has been entered and one or more item lines have been entered. If you're using a foreign currency account the exchange rate must also be set.
   
   
4. To memorise the invoice, click Save.
5. If required, to save the invoice, click Save.
6. Click Close.

If you select this setting and have set up recurring entries within the Bank Accounts module, a reminder also appears when your bank recurring entries are due.

1. On the menu bar click Settings, click Company Preferences then click Parameters.
2. If prompted, enter your Sage password.
3. Under Others, clear the No Recurring Entries at Startup check box.
4. Click OK.

A reminder now appears when you open Sage Accounts if you have recurring invoices or orders due.

This procedure details how to process a recurring invoice, to process a recurring sales order, please substitute invoice with sales order. To process a recurring purchase order, please substitute invoice with purchase order.

1. On the navigation bar click Invoices and credits.
2. Click Recurring items then click Process.
3. To display transactions up to a specified date, enter the date in the Show transactions up to box.
4. If required, for any invoices that you don't want to process, clear the Include check box.
   
   TIP: You can re-sort the list by clicking the column headers.
   
   
5. Click Process.
   
   If all of the invoices aren't selected to be processed, a message appears prompting you to confirm that you want to update the last posted date for excluded transactions. If you intend to process these at a later date click No, if not click Yes.
   
   
6. Click OK then click Close.

This procedure details how to edit the frequency of or delete a recurring invoice. To edit or delete a recurring sales order, please substitute invoice with sales order. To edit or delete a recurring purchase order, please substitute invoice with purchase order.

1. On the navigation bar click Invoices and credits then click Recurring items.
2. To delete a memorised Invoice, select the relevant invoice, click Delete then click Yes.
3. To edit the frequency, click the relevant invoice, click Frequency then amend as required.
4. Click Save then click Cancel.

To change the details on just one instance of a memorised invoice or order, you can edit the individual invoice or order once the recurring entry is processed and before the invoice or order is updated.

This procedure details how to edit the details on a recurring invoice for all future entries. To edit a recurring sales order, please substitute invoice with sales order. To edit a recurring purchase order, please substitute invoice with purchase order.

1. On the navigation bar click Invoices and credits.
2. Click Recurring items, click the required invoice then click Edit.
3. Make any required amendments then click Save.
4. Click Cancel.

NOTE: You must edit each recurring entry individually. 

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