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E
elatanatives
March 23, 2020
Question

Is there a way to create a list or report of recurring transactions with address and contact info?

  • March 23, 2020
  • 1 reply
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1 reply

john-pero
john-pero
March 23, 2020

You can access your recurring transaction list from Gear Icon Lists>All Lists, whether that gives you the detail you need I doubt, but certainly is a place to start. YOu can also access the report called 

Recurring Template List Report

and customize to group by name, type, etc but it does not offer customer address fields.

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