Fields in the To Do List window

Fields
To Do List window - Sales view

Name column
This column displays the descriptions of your recurring sales. Click the zoom arrow next to a description to open the Sales window, where the sale was first created.

Overdue column
This column displays the number of days your payment by this customer for this sale is past due.

Frequency column
This column displays the frequency by which each recurring sale on the list should be recorded. You designated this frequency in the Save Recurring Template window.

Last Posted column
This column displays the last date each recurring sale in the list was recorded.

Next Due column
This column displays the dates each transaction in the list is due. The due date is calculated by adding the number of days between occurrences of the transaction to the last day the transaction was previously recorded.

(Action column)
If you wish to record any transactions in the list, click this column for those transactions, then click the Record button at the bottom of the window.

Click the gray box at the top of this column to mark all the transactions in the list. Click again to clear all marks from the Print column.

Print button
Click this button to print the To Do List - Recurring Sales report.

Record button
Click this button after marking the action column of one or more transactions in the list to record the transactions.

Close button
Click this button to leave this window.