If you haven’t already read the Receive Money Overview, see Recording recurring Receive Money templates for more information.
The Receive Money window should be displayed.
- Click Use Recurring.
- Double-click the transaction you want.
- Be sure to review all the information that appears in the window to be sure it’s correct. Pay particular attention to the date and transaction number; if you need to find this transaction in the future, you’ll need to remember this information.
- Click Record. The recurring Receive Money template will be recorded as an actual transaction, and will also remain in the recurring template “holding area” for future use.
Keyword: memorized, repeating
To record a recurring Receive Money template