Memorizing an Invoice or Quote

ESC gives you the ability to save invoices or quotes as templates. This basically copies all of the items in the body of the form and allows you to apply them to any other invoice or quote at any time. This can be a huge time saver if you need to create basically the same invoice for multiple times for multiple customers.

To memorize an invoice or quote, simply create or recall one on the Sales Invoicing or Quote screen. Click the Activities button and select Memorize Template. Give it a name and click Memorize to save it.

Memorize a Sales Template

When creating a template it is important to know exactly what will be included in the template. Please refer to this list to what is and isn't saved as part of the template.

Not Saved

No fields in the invoice header or on the Technician, Equipment or Documents tabs will be saved in the template.
The prices of inventory items are not memorized. This means you will never have to update your templates when your inventory pricing changes. The prices will be updated automatically.
Likewise, the cost of inventory items is not memorized. When a template is loaded it will automatically show the average cost of the item. If this is an invoice template the cost will be updated when the invoice is saved to show the cost that actually came out of inventory. This could be different from the average cost if you are using FIFO or Last Purchase Price as your inventory valuation method.
Markup percentages are not saved for inventory items so that the pricing you have setup in inventory will be applied automatically.

Saved

Part numbers, descriptions, quantities, flat rate level, job classes, tax and print checkboxes are all saved as part of the template.
Prices will be saved for billing codes. Since the prices of billing codes cannot be automatically updated, ESC allows you to save these settings with the template. This allows you to set fixed prices for things like subcontractor labor, permits, total job price, etc. The same thing hold true for costs associated with billing codes.

Note: If you are saving a billing code that can obtain its value from the customer's record - such as labor and helper billing codes, be sure to set the price to zero before memorizing the template if you want to enable this functionality.

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