To change a recurring template -- Name and/or frequency

Everyday tasks > Working with transactions > Using recurring transactions > To change a recurring template > Name and/or frequency
  1. Open the appropriate transaction window -- Enter Sales, Enter Purchases, Spend Money, Receive Money, Pay Employees or Record Journal Entries.
  2. Click the Use Recurring button; a list of recurring templates you've created is displayed.
  3. Select the required template and then click the Edit button (or the Edit Frequency button if you're changing sales or purchases).
  4. Enter your changes and then click Save Template.
Related topics
To change a recurring template -- Details
To create a recurring template

To find a recurring template

To record a recurring transaction

To delete a recurring template


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