Overview of the Save Recurring Template window

Overview

Save Recurring Template window

The Save Recurring Template window allows you to duplicate a transaction you've created in any of the following windows:

Record Journal Entry window (Accounts Command Center)

Spend Money window (Banking Command Center)

Receive Money window (Banking Command Center)

Bank Register window (Banking Command Center)

Sales window (Sales Command Center)

Purchases window (Purchases Command Center)

Pay Employees window (Payroll Command Center)

Recurring templates you set up here can be chosen at any time in the future by clicking the Use Recurring button in any of the windows listed above. You can also set a frequency for each transaction, which will cause the To Do List window to inform you each time a recurring transaction is due to occur.

To find the Save Recurring Template window
To create a recurring template
To record a recurring transaction
To find a recurring template
To change a recurring template
To change a recurring template -- Name and/or frequency
To change a recurring template -- Details
To print a list of all your recurring sales templates
To delete a recurring template