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August 20, 2019
Question

Hoe to create multiple recurring sales receipt for the same costumer???

  • August 20, 2019
  • 1 reply
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1 reply

August 20, 2019

Hi there, 

 

It's important you're able to create multiple recurring sales receipts for your customers and I'd be happy to show you how. 

 

In order to have multiple recurring sales receipts, you'd have to individually create each template with its own terms. Here are the steps: 

 

Create a recurring template from scratch

 

When you need a template that isn't in existence, you'll have to start from scratch:

 

  1.         Go to the Settings ⚙ icon.
  2.         Under Lists, select Recurring Transactions.
  3.         Select New.
  4.         Select the type of transaction to create, and then select OK.
  5.         Enter a Template name.
  6.         Choose a Type — Scheduled, unscheduled or reminder.
  7.       If you're creating a Scheduled or Reminder type of recurring template:
  •       Select the interval for the recurring transaction.
  •       Select date to start template and when to end.             

I encourage you to check out this helpful article for more info on creating recurring transactions: Create recurring transactions. Let me know if you have questions.