Recurring Purchases and Payments

How Do I...

In most businesses, you have bills that you pay every month, like utilities. By setting up recurring entries, you can save a great deal of time entering these purchases and payments.

The process is basically the same for entering recurring purchases or payments.

From the Tasks menu, select Purchases or Payments.
Complete the transaction as you normally would. For purchases, you have to assign a starting invoice. All of the transactions will be numbered incrementally; for example, if you enter 4501, the next invoice will be numbered 4502.

Note: You are actually creating a transaction here, not just a template.

Even if the amount will differ for the next time, it's helpful to have all the other information filled out for you. Then, you only have to change the amount.
Instead of selecting Save, select the Recur button on the Payments screen. On the Purchases screen, select the drop-down arrow next to the Copy button, then select Create recurring.
A Create Recurring <transaction> dialog appears.
Select How often you want to recur this transaction from the drop-down list. You can choose Weekly, Biweekly, Every four weeks, Monthly (the default), Per Period, Quarterly, Twice a year, or Annually.
Select the First transaction date from the calendar. This is the date that your recurring transaction will begin.
Select the end date from one of three options:

If you know a specific date you want to end the recurring transactions, select a date from the calendar for the End on option .
If you know the specific number of recurring transactions you want to set up, select the End after option and enter the number of occurrences.
If you want your recurring transaction to continue indefinitely, select No end date option.

Select OK to save all the recurring transactions. Select Cancel to close the recur dialog (nothing is saved) and return to the transaction window.

Recurring Purchases and Payments

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