Fields in the Sales Register window - Recurring Templates view

Fields
Sales Register window - Recurring Templates view

Search for Recurring Template
Find the template you wish to use by entering its name in this field.

Name column
The template's name appears in this column.

Status column
The status of the recurring sale template (quote, order or invoice) appears in this column.

Frequency column
The frequency you chose in the Save Recurring Template window to determine how often you should be reminded to record this recurring transaction appears in this column.

When you specify a frequency, the recurring transaction is also recorded in your To Do List window as a reminder.

Last Posted column
The date this recurring template was last used to record a sale appears in this column.

Next Due column
The next date this recurring template is scheduled to be used appears in this column. If the transaction is overdue, an asterisk appears to the right of the date.

Use Recurring button
Click this button to display the template in the Sales window.

Edit Frequency button
Click this button to display and make changes to your template in the Save Recurring Template window.

Delete button
Click this button to delete the highlighted template.

Print button
Click this button to print the contents of this window.

New Sale button
Click this button to display the Sales window.

Close button
Click this button to close this window.