To save the sale as a recurring sale

Sales > Making sales > Using recurring sales templates > To save the sale as a recurring sale

The sale you want to save should be displayed in the Sales window.

  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 Save Template to close the Save Recurring Template window.
  4. If you want to record the sale as an actual transaction now, click the Record button in the Sales window. If you don't want to record the sale at this time, click the Cancel button.