What you need to know - Once you've set up the recurring payment or receipt, we automatically create the new payment or receipt on the repeat date
- To find the recurring transactions, check the bank activity. The most recent recurring transaction has a recurring symbol
 - If you enter a recurring entry with a date in the past, we'll create all the transactions up to today's date. Refresh the page in your browser if the list isn’t up to date
Create a recurring payment Follow our article to set up a recurring payment.
Create a recurring receipt Follow our article to set up a recurring receipt.
Change a recurring transaction Follow our article to edit a recurring transaction.
Stop a recurring transaction Follow our article to stop a recurring transaction. |