Recurring templates

Sales Overview >Recurring templates

If you plan to record the same sale on a regular basis, you may want to consider creating a recurring template. When you create a recurring template, the transaction information is saved in a separate "holding area" where you can retrieve the transaction as many times as you want in the future. Until you record them, recurring templates have no effect on your financial records.

Click below for the step-by-step procedure:

To save the sale as a recurring sale

To use a recurring sales templates