Forum Message

Recurring Transaction Setup Assistance

Can somebody advise me on how to set up recurring entries' as I having to enter the same transactions on a monthly basis.

Thank you


Posted by Val Crouch on Jun 12, 2021 11:44 PM BST

Hi Val,

To set up a recurring payment or invoice, in the transaction window
click More Options > Repeating Schedule.

To cancel a recurring transaction edit it and click More Options >
Repeating Schedule, then remove the tick next to 'This is a recurring
transaction'


Posted by Solar Accounts Customer Support on Jun 13, 2021 12:46 AM BST