Here are the steps on how to process recurring transactions:
- After creating a recurring transaction (See How To Create Recurring Transactions), you can now process the transaction.
- Check the Process checkbox.
- If selected transaction is not yet due, this message will prompt.
- Select Yes to continue the process
- If selected transaction is not yet due, this message will prompt.
- Click on Process toolbar button.
- After the process, History screen will open. This will display the transactions that is already recurred including the recent recurring transaction.
- Close History screen.
- Next Process date will update to the next recurring date.
Only active transaction is allowed to be recurred. In case you check the Process checkbox of an inactive transaction, this message will prompt:
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