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September 20, 2022
Question

When using reoccurring transactions is there a way to add additional transactions that I do not want to reoccur next month but I need to bill a customer for

  • September 20, 2022
  • 1 reply
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I need to add charges to my reoccurring transactions that I do not want to reoccurring next month just wanted to show up this month due to some repairs and stuff like that

1 reply

September 20, 2022

Thanks for joining the Community, olliespoolservic.

 

You can update existing recurring transactions to add additional details to them by editing them.

 

Here's how:

  1. Use your Gear (⚙️) icon.
  2. Go to Recurring transactions.
  3. Find a transaction you'd like to edit.
  4. Click its Edit option under the ACTION column.
  5. Makes any necessary edits.
  6. Select Save template.

 

In order for your customer to not be charged next month for the additional things you've added to their transaction, I'd recommend making sure you return to it after they've been charged for this month, then update it using the steps above to have proper information for their charge next month.

 

I've also included a detailed resource about working with recurring transactions which may come in handy moving forward: Edit a recurring template

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!