To record a recurring transaction

1. Open the transaction window in which you created the recurring template.



2. Click the Use Recurring button.



3. Select the required template and then click:

Use Recurring (Enter Sales or Enter Purchases window)
-- or --
OK (Spend Money, Receive Money, Pay Employees or Record Journal Entries window)

4. Verify the date, amount, account and other details and make any necessary changes in the transaction window.



5. Click Record. The recurring template will be recorded as an actual transaction, and will also remain in the recurring template "holding area" for future use.

Recurring transactions also can be recorded using Registers or the To Do List. To record several recurring transactions at one time, use the To Do List.

Step by step

• To record a recurring transaction (Sales or Purchases Registers)
• To record a recurring transaction (Bank Register)
• To record a recurring transaction (To Do List)

Related topics

• To create a recurring template
• To find a recurring template
• To change a recurring template
• To delete a recurring template