Articles tagged #MEMORIZED
Articles tagged
#MEMORIZED
Create Custom Role That Is Able To Enter Memorized Transactions
An Administrator would like to have a custom role that able to enter memorized transactions.
Update Memorized Transactions
User needs to update the details on a transaction that has been memorized.
Create a Saved Search to Trigger an Email When a Memorized Transaction Falls Due
Memorized Transactions are automatically created by the system. The sales team may not be aware that a transaction is about to fall due. An alert would help them make timely collections from customers.
Update Memorized Transaction to Print or Email Invoices
User needs to update emailing options in invoices. Customer's record was updated but memorized transaction is not.