In the Invoice/Quote module, when you click Store Transaction to create a Quote or On Hold invoice, a Name value is required. To help you remember, the phrase *Required appears in red above the Name box. If the Name box is empty, you cannot click F12 Store to save the invoice.

When you click Recall Transaction, the Name and Memo values will help you identify the correct On Hold or quote invoice.

Recall transaction window showing name values


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Printed on: 5/20/22