To store the transaction as a recurring template

Time Billing > Billing for time > Billing for time > To store the transaction as a recurring template

Note: No new activity slips will be created when you use the recurring template

You can store time billing invoices as recurring sales, but no activity slips will be created when you use the recurring sale in the future. You won't be able to review activity slip information in the View Activity Log window without creating an activity slip. Recording the recurring sale also won't update the activity slips you used to create the sale in the Prepare Time Billing Invoice window. Transactions recorded from a recurring template won't appear in activity slip reports.

  1. Click the Save Recurring button to open the Save Recurring Template window.
  2. Enter the necessary information about the template in this window.
  3. Click Record to close the Save Recurring Template window.
  4. Click the Record button in the Sales window if you want to record the sale as an actual transaction now. Click the Cancel button if you don't want to record the sale at this time.

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