Cash Memo › Help › Numbering, printing and saved copies

Saved cash memos: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved cash memos button lists them, newest first.

Step by step

1. Press Saved cash memos. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved cash memo. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new cash memo with the same lines and a new number.
5. Status. Set Payment to Paid (usual for a cash memo) or Not paid yet.
6. Start a fresh one. Press New cash memo.

Worked example

A cash memo sent last month needs a correction. Saved cash memos › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved cash memo is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

All help on Cash Memo · Help for the Nivesh Sahayak App