Fields in this window
Sales Register window - Recurring Templates view

Window Overview | To use this window | Fields in this window | To find this window


Search for Recurring Template

Find the template you wish to use by entering its name in this field.

Name column

The template's name appears in this column.

Status column

The status of the recurring sale template (quote, order or invoice) appears in this column.

Frequency column

The frequency you chose in the Save Recurring Template window to determine how often you should be reminded to record this recurring transaction appears in this column.

When you specify a frequency, the recurring transaction is also recorded in your To Do List window as a reminder.

Last Posted column

The date this recurring template was last used to record a sale appears in this column.

Next Due column

The next date this recurring template is scheduled to be used appears in this column. If the transaction is overdue, an asterisk appears to the right of the date.

Use Recurring button

Click this button to display the template in the Sales window.

Edit Frequency button

Click this button to display and make changes to your template in the Save Recurring Template window.

Delete button

Click this button to delete the highlighted template.

Print button

Click this button to print the contents of this window.

New Sale button

Click this button to display the Sales window.

Close button

Click this button to close this window.