To change a recurring template’s name or frequency

If you haven’t already read the Purchases Overview, see Changing, removing and reversing purchases for more information.

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

The Purchases Register window should be displayed.

  1. Click the Recurring Templates tab.
  2. Highlight the recurring template you want to change and click Edit Frequency.
  3. Make your changes in the Save Recurring Template window, then click Save Template.
  4. Click OK.

To change a recurring template’s name or frequency