To change a recurring Receive Money template’s line items and other information

If you haven’t already read the Receive Money Overview, see Recording recurring Receive Money templates for more information.

  1. Wait until the next time you need to record the transaction.
  2. Display it as you normally do in the Receive Money window and make your changes.
  3. Click Record. Your changes will be reflected in the transaction the next time you display it in the Receive Money window.

To change a recurring Receive Money template’s line items and other information