Transactions > Recurring transactions > Setting up recurring transactions
To create a recurring transaction
1
Enter the transaction details in a transaction window—such as the Sales window—if you make regular sales to a customer.
2
Click Save as Recurring instead of clicking Record. The Edit Recurring Schedule window appears.
3
In the Recurring Transaction Name field, type a name to identify the transaction.
5
In the Starting on field, type the date the transaction is first due.
Select Continue indefinitely.
Select Continue until this date and type the date in the adjacent field.
Select Perform this # of times and type the number of times in the adjacent field.
In the Alerts section of the window, you can set a reminder to record the transaction or set it to automatically record the transaction and receive a notification when the transaction is recorded.
1
Click Remind.
2
Select a reminder option from the to record this transaction list.
3
If you selected No. days in advance, type the number of days in the adjacent field.
1
Click Remind All Users to record this transaction and select either on its due date or # of days in advance.
1
Click Automatically record this transaction when due and notify.
7
In the Transaction section of the window, specify how you want the transaction ID number to be created:
If you want to specify a transaction ID, click Use the following as the [...] #, then type the transaction ID in the adjacent field.
8
9
Click Save. The transaction window reappears.
10
Click Cancel to close the transaction window.
The transaction will now appear in the Recurring Transactions List window.
To create a recurring transaction from an existing entry
1
Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
2
Select the recurring transaction you want to copy and click Create Copy. The Create Copy window appears.
3
In the Card field, click the search button ().
The Select from List window appears listing only card types relevant to the type of recurring transaction you are copying. For example, a purchase transaction can only be applied to your vendor cards.
5
Click OK when you’ve finished selecting from the list. The Create Copy window reappears.
6
Click Save.
Click Save. The Recurring Transactions List window appears.
The Recurring Transactions List window lists all your recurring transactions. Each new transaction has a unique name—the original name suffixed by the name of the relevant card.
b
Click Edit Schedule.
c
Make the changes in the Edit Recurring Schedule window.
d
Click Save.
8
Click Close.
To edit a recurring transaction
1
Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
a
Select the recurring transaction you want to change and click Edit. The transaction window appears for the selected type of recurring transaction.
c
Click Save.
a
Select the recurring transaction and click Edit Schedule. The Edit Recurring Schedule window appears.
c
Click Save.
4
Click Close when you’ve finished editing the recurring transaction.
To delete a recurring transaction
1
Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
2
Select the recurring template you want to delete and click Delete. A message appears explaining that this action will not delete any recorded transactions based on this transaction template.
3
Click OK to delete the recurring transaction.

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