How to create and recall recurring transactions

These steps apply to all transactions: General Journal Entries, Sales Invoices, Purchase Invoices, Orders, Contracts, Quotes, Goods Received Notes, Paycheques, and Remittances.

To save the recurring transaction

1. Select the transaction Journal.
    NOTE: This can be any journal such as a general journal, or a sales invoice. The process is the same for all transactions. 
   
2. Create the transaction as usual and enter all the required information.
3. From the transaction menu, select the icon to Store as recurring transaction (or CTRL-T).
4. Type a Name in the Recurring Transaction field.
5. From the drop-down menu, select a Frequency and click OK.

To recall the transaction

1. Open the transaction journal such as a sales invoice or general journal.
2. Select the icon to Recall Recurring Transaction (or CTRL-R).
3. Select the transaction to recall in the Recall Recurring Transaction window.
4. Click Select.
5. Enter the rest of the information related to that transaction.
6. Click Process (or Post).