Summary
How to use recurring entries if making the same payments or receipts on a regular basis in Sage Accounting.
Resolution
Use recurring entries for transactions such as direct debits and payments for subscriptions.
These can be other payments and other receipts.
How this works
- Enter the payment or receipt you want to make recurring and save.
- Choose to make the payment or receipt recurring.
- Choose how often you want it to repeat.
- 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 today's date. Refresh the page in your browser if the list is not up to date.
Recurring payment
- From Banking, open 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 - If required, enter the date of the final payment. If you leave this blank, the payment will recur until you choose to stop it.
Recurring receipts
- From Banking, open 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 - If required, enter the date of the final payment. If you leave this blank, the payment will recur until you choose to stop it.
Change a recurring transaction
Edit the most recent transactions. Identify this by the recurring symbol .
- From Banking, open bank account used for the original payment.
- From the Activity tab, open the most recent transaction.
- Select Edit Recurring.
- Make the required changes and Save.
Stop a recurring transaction
When you want the transaction to stop recurring, edit the most recent one. Identify this by the recurring symbol .
- From Banking, open bank account used for the original payment.
- From the Activity tab, open the most recent transaction.
- Select Stop Recurring.
- Make the required changes and Save.