On the navigation bar select Sales orders, then press New/edit.
Enter the required information for the recurring sales order then select Memorise.
Enter a reference and description, then complete the Frequency section and press Save.
TIP:
The Frequency section is available only when you enter invoice items on the order and complete the A/C box.
Process the recurring sales order
On the navigation bar select Sales orders, then Recurring items then press Process.
Enter the date up to which you want to process.
Clear the Include checkboxes for any orders that you do not want to process, then select Process.
To remove these orders from the process recurring entries list, select Yes.
To leave the orders on the list so that you can process them later, select No.
Click OK then press Cancel.
To delete a recurring sales order
On the navigation bar select Sales orders, then press Recurring items.
Select the order then press Delete.
To confirm the deletion select Yes.
To edit the frequency of a recurring sales order
On the navigation bar select Sales orders, then press Recurring items.
Select the order then press Frequency.
Amend as required then press Save.
TIP:
If the recurring sales order has already been processed, you cannot edit the start date or the last processed date.
Edit the details on a memorised order
On the navigation bar select Sales orders, then press Recurring items.
Select the order then click Edit.
Amend as required.
If required, to update the prices on the order based on the current data, press Update Prices.
Select Save then press Cancel.
You can't edit a memorised order's reference or description. Instead, recall the order, update the reference and description, then memorise it again. You must also re-enter the frequency details.