This screen allows users to configure custom memo text that appears on invoices and shipping documents. These memos can be tailored for different scenarios, including non-factored invoices, factored invoices, foreign shipments, and bills of lading.

Navigation

From the Defaults SQL window, select the relevant tab (e.g., Invoices) to access memo configuration options.

Memo Settings Overview

1. Memo for Non-Factored Invoices

This section allows you to define the memo that prints at the bottom of invoices that are not factored.

• Option: Print on Foreign Invoices
  Enable this checkbox if the memo should also appear on foreign invoices.
• Example Content:
  

  Freight includes all Shipping, Insurance, and Handling charges

2. Memo for Factored Invoices

This section defines the memo text displayed on invoices that are factored.

• Option: Print on Foreign Invoices
  Enable this if the memo should also appear on foreign invoices.
• Example Content:
  

  Payable to: CONSOLIDATED FACTORS
  PO Box 79011
  Century City, CA 99383

3. Memo for Foreign Shipments (Commercial Invoice)

This section allows entry of a memo specifically for foreign shipments, typically used on commercial invoices.

• This field is available for custom text entry depending on business requirements.

4. Memo for Bill of Lading

This section defines the memo printed at the bottom of the Bill of Lading.

• Example Content:
  

  CARRIER received, subject to individually determined rates or contracts that have been agreed upon in writing between the carrier and shipper, if applicable, otherwise to the rates, classifications and rules that have been established by the carrier and are available to the shipper, upon request: The property described above, in good order, except as noted.

Edit Function

• Click the Edit button (located on the right side of the screen) to modify any memo text.
• Changes will apply to documents where the corresponding memo option is enabled.

Notes

• Each memo section supports custom text entry.
• Ensure the appropriate Print on Foreign Invoices option is selected when needed.
• Memos will appear at the bottom of printed documents.

Inserted 06/26/2026-HS