How to add a recurring payment

Released in version: 5.43

Updated in version: 5.46

To add a recurring payment

1. Click Transactions > Cash transactions > Make payment.
2. Select the Payee, Currency, and Payee account.
3. Under Settlement, select an option in the Pay from client account dropdown.
4. Under Lines, double-click the column to view the Line item details.
5. Select a Ledger and an Amount.
6. Click Close.
7. Once complete, click Recurrence.
   
   
   
   
8. On the Recurrence form, specify whether you would like the payment to recur Daily, Weekly, Monthly, or Yearly. Depending on the option you select, you can further specify the exact day, and how often.
   
   
   
   
9. Under Range of recurrence, select the end details. If you select No end date, the recurrence will continue and be ongoing until you modify it to stop. You can also click the End after or End by checkboxes to specify when exactly you would like it to stop occurring. 
   
   
10. When complete, click OK. The Recurrence form will close and you will be returned to the Make payment form.
    
     If you'd like to remove the recurrence, or modify the details, click the Recurrence button again. The form will display and Remove recurrence will be enabled. Click Remove recurrence to remove or modify any values as you see fit. Click OK to proceed.
    
    
11. Click Submit.
12. Click Client administration > Lists > Unposted transactions.
13. Under Upcoming, locate and right-click the Make payment transaction you just created.
    
     Under Comments, it will display ***Transaction Scheduled***. This confirms that the payment is indeed recurring.
    
    
14. Select Approve.
15. A confirmation screen will appear. Click Yes.
16. To verify, click Client administration > Lists > Scheduled transactions. The transaction will display in the list. It will display how many payments are remaining based on the number you specified in the Remaining column.