To display a list of recurring sales on your computer screen using the To Do List

If you haven’t already read the Sales Overview, see Reviewing your sales information for more information.

The To Do List window should be displayed.

  1. Click the Recurring Sales tab.
  2. Click the zoom arrow to view details about a specific sale.
  3. Click the Action column if you want to record one or more of the recurring purchases in the list.
Warning: Read this before you record recurring sales using the To Do ListIf you choose to record recurring sales using the To Do List window, keep in mind that the transactions will be recorded automatically; you won’t get a chance to review or change any of the transactions before they’re recorded. If you’re not sure you want to record a particular recurring sale, we suggest you use the Sales window to manually enter the transaction so you have better control over the sale than you would if you used the To Do List.
  1. Click Record.

To display a list of recurring sales on your computer screen using the To Do List