Equipment Invoicing or Quoting: Memos

Use the Memos tab to add information about the equipment invoice. The memos are used for reference purposes only and do not print on the invoice.

To open the Memos tab, hover over a Reference Number on either the Equipment Quoting screen or Equipment Invoicing screen and select View from the pop-up menu, or click the Need to create a new invoice? Click here to add link. Then click the Memos tab.


The fields on the Memos tab are:

Field Description
Reference Number The customer's reference number.
Invoice The status of the invoice. Can be one of: pending, invoiced or released.
VESign

The signing status of the VESign document. Can be one of: 

  • Awaiting Signature—all signatures are pending.

  • Partially Signed—more than one signature is pending.

  • Signed—all required signatures are complete.

  • Canceled—signing has been canceled.

  • If no status is present, then the document has not been sent for electronic signing.
Location The location where the invoice was created.

Use these buttons to complete your work on the Memos tab:

Button Function
Save Saves the changes made on the Memos tab.
Save & Close Saves changes made on the Memos tab and closes the tab.
Close Closes the Memos tab without saving and returns to the Equipment Invoicing screen.

Data Source: MEMOS

Security: 801 - Equipment Quoting, 802 - Equipment Invoicing

Revision: 2025.04