Set Up Recurring Schedule for Sales Orders

You can set up recurring schedules from the Customer Module.

To do so,

On the Customer Module click Recurring. The Recurring Transactions list will be displayed.
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Select one transaction from the list to show the Recurring Transaction form.
In the following window that will be shown, provide the details for this recurring product:
- Start by providing the Description for this recurring product.
- Then select the Interval by which this order will be shipped (Daily, Weekly, Monthly, or Yearly).
- Clicking any of those intervals generates a set of fields. Provide the necessary details for this.
- Lastly enter the Effectivity Range for this recurring order on the set of fields provided at the bottom. Then click OK.
- You may also include complimentary documents for this order by supplying the necessary information for this in the Details section.
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From the Amend Recurring Transactions tab, select amendable transactions by double-clicking items inside the list.
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Amended transactions will be available for processing from the Available Recurring Transactions tab.

For more related information, please see the Set a Recur Schedule for the Bank Payment/Receipt online documentation.