Add/Edit Recurrent Receipt

There are two ways to create recurrent receipts. This article will walk through both methods, as well as walking through how to edit already existing recurrent receipts.

Any receipt can be made into a recurrent receipt. Follow the steps below to complete this task:

1. Under the "Activity" section, click "Receipts"
2. Find the receipt you want to set up as a recurring receipt, and click on it once so it is highlighted.
3. At the bottom of the grid, you'll find a button that is labeled "Recurrent" with a circular arrow on it. Click this button.
4. You'll be asked to confirm that you want to create a recurrent receipt from the selected activity. Click Yes to create the recurrent receipt.
5. You'll be taken to the recurrent receipt window, which will work like the standard receipt window with a couple of exceptions:
6. The Frequency field determines how often the receipt should be processed. There are several options available in this field.
7. The "Next" field will ask for a date that you want the next time this receipt to be processed. The "Stop" date will let the system know when to stop processing this receipt. If you want this transaction to go on indefinitely, click the "None" box. The End Date will become grayed out, and the date will be set to 12/31/9999
8. Click "Save" when you've finished setting up the receipt.
9. You'll be taken to the "Recurrent" section of the "Activity" section of the Finance module, which will show you all your recurrent transactions.

You can also create recurrent receipts from scratch, if you would prefer. Follow the steps below to complete this task:

1. Under the "Activity" section, click on "Recurrent" to open the recurrent transactions view.
2. Click the "Add" button at the bottom of the grid. In the window that appears, select "Receipt"
3. You'll be asked to choose which bank account this receipt should be for. Click on the bank account, and click "Select".  If it defaults to a particular bank account, you can change it once the window opens by clicking the pencil (edit) icon next to the bank account name.
4. You'll be taken to the recurrent receipt window, which works like the normal receipt window, with a couple of exceptions:
5. The Frequency field determines how often the receipt should be processed. There are several options available in this field.
6. The "Next" field will ask for a date that you want the next time this receipt to be processed. The "Stop" date will let the system know when to stop processing this receipt. If you want this transaction to go on indefinitely, click the "None" box. The End Date will become grayed out, and the date will be set to 12/31/9999
7. Click "Save" when you've finished setting up the receipt.

If you need to make a change to a recurring receipt template after it's been set up, you can do so by following the steps below:

1. Under the "Activity" section, click on "Recurrent" to open the Recurrent Transactions grid.
2. Find the recurring receipt template you want to make a change to, click on it to select it, and then click "Edit" at the bottom of the window.
3. The receipt window will appear, and you can make any changes you need to make to this receipt, including changing the frequency, the Next date, or the Stop date.
4. Click "Save" to save your changes to this receipt.

Note: If you want to "Suspend" a receipt, so it won't be processed, but can be used again later, you can set the "Next" date to any date in a prior year. When you save the receipt, this will apply the "Suspended" status to that transaction.