To use a recurring Receive Money template

The Receive Money window should be displayed. (To find this window)

1. Click Use Recurring.
2. Double-click the transaction you want.
3. Be sure to review all the information that appears in the window to be sure it's correct. Pay particular attention to the date and transaction number; if you need to find this transaction in the future, you'll need to remember this information.
4. Click Record. The recurring Receive Money template will be recorded as an actual transaction, and will also remain in the recurring template "holding area" for future use.