Fields in the Sales Register window - Recurring Templates view

Fields in this window

Sales Register window - Recurring Templates view

Search for Recurring Templates

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

Name

The templateís name appears in this column.

Status

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

Frequency

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

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

Next Due

The next date this recurring template is scheduled to be used appears in this column.

Use Recurring

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

Edit Frequency

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

Delete

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.

*Search for Recurring Templates*	Find the template you wish to use by entering its name in this field.
*Name*	The templateís name appears in this column.
*Status*	The status of the recurring sale template (quote, order or invoice) appears in this column.
*Frequency*	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*	The date this recurring template was last used to record a sale appears in this column.
*Next Due*	The next date this recurring template is scheduled to be used appears in this column.
*Use Recurring*	Click this button to display the template in the Sales window.
*Edit Frequency*	Click this button to display and make changes to your template in the Save Recurring Template window.
*Delete*	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.