Question: A client has asked for your help to set up a recurring transaction. She wants to create recurring sales receipt. This is the process she

A client has asked for your help to set up a recurring transaction. She wants to create recurring sales receipt. This is the process she has followed so far:

1. Select theGearicon

2. SelectRecurring transactions

3. SelectNew

What should she do next?

  • Select an interval for the recurring transaction to recur
  • Choose the customer or vendor
  • Select the type of transaction she wants to make recur
  • Pick a template to use

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