What you need to know- You need to enter the payment or receipt you want to make recurring and save
- Once set up 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 is not up to date
Create a recurring payment- From Banking, open the bank account used for the original payment.
- From the Activity tab, open the original payment. The type shows as Other Payment.
- Select Make Recurring, then complete the following information:
- Repeats every - Choose how often you want the transaction to repeat. Then choose whether to repeat in days, weeks or months. For example, to repeat a payment every ten days, in the first box enter 10, then from the second box choose Days
- Repeat Until - Enter the date of the final payment
Create a recurring receipt- From Banking, open the bank account used for the original payment.
- From the Activity tab, open the original payment. The type shows as Other Receipt.
- Select Make Recurring, then complete the following information:
- Repeats every - Choose how often you want the transaction to repeat. Then choose whether to repeat in days, weeks or months. For example, to repeat a payment every ten days, in the first box enter 10, then from the second box choose Days
- Repeat Until - Enter the date of the final payment
Change a recurring transactionEdit the most recent transactions. Identify this by the recurring symbol . - From Banking, open the bank account used for the original payment.
- From the Activity tab, select the most recent transaction.
- Select Edit Recurring.
- Make the required changes and Save.
Stop a recurring transactionWhen you want the transaction to stop recurring, edit the most recent one. Identify this by the recurring symbol . - From Banking, open the bank account used for the original payment.
- From the Activity tab, select the most recent transaction.
- Select Stop Recurring.
- Make the required changes and Save.
NOTE: If you don't think the transaction is recurring, check the recurring transaction to see if there's an expiry date set. Then amend if necessary.
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