To change a recurring template's name or frequency

Sales > Making sales > Changing, removing and reversing sales > To change a recurring template's name or frequency

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

The Sales Register window should be displayed. (To find the Sales window)

  1. Select the Recurring Templates tab.

  2. Highlight the recurring template you want to change and click Edit Frequency.

  3. Make your changes in the Save Recurring Template window, then click Save Template.