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. |