To record a recurring template (from the Purchases window)

If you haven’t already read the Purchases Overview, see Recurring templates for more information.

The Purchases window or the Purchases Register window should be displayed.

  1. Click the Use Recurring button, if you’re in the Purchases window or click the Recurring Templates tab, if you’re in the Purchases Register.
  2. All recurring templates you’ve set up will be displayed. Double-click the template you want; the template’s information will appear in the Purchases window.
  3. Review all the information to be sure it’s correct. Pay particular attention to the date and purchase number; if you need to find this transaction in the future, you’ll need to remember this information.
  4. Click Record. The recurring template will be recorded as an actual transaction, and will also remain available in the recurring transaction “holding area” for future use.

To record a recurring template (from the Purchases window)