Edit recurring sales

You may need to change the recurrence of a sale if, for example, you want to send the invoice on a different date or adjust the amount to be charged.

When you change a recurring sale, you do not need to enable the recurrence again. Once you set the recurrence, it is active until you make it inactive or the end date is reached.

1. Do one of the following.
   • From the company setup menu,

     To open your company setup menu, click your company name in the upper-right corner.

     For more information, see company setup menu.

     choose Recurring Items, and then click the row for the recurring item you want to change
   • In the Sales screen

     To open the Sales screen, click Sales in the navigation panel.

     For more information, see Sales.

     or in the customer activity screen,

     To open the customer activity screen, click a customer record in the Customers screen.

     For more information, see customer activity.

     click the row for the invoice you want to change, and then click View recurrence.
2. Change the information.

3. Optional: If you need a duplicate copy of the recurring item or a recurring item with similar terms, click the Copy button to create a copy of the information as an additional recurring item. You will see the duplicate in the Recurring Items screen.

   Notes

   • You will need to add a unique recurrence description.
   • Once you copy the invoice, you can change the information, such as customer, date or due date, or service.
4. Click Save.

© Thomson Reuters/Tax & Accounting. OnBalance is a trademark of Thomson Reuters and its affiliated companies. All Rights Reserved. Any trademarks, logos and service marks on this website are registered and unregistered trademarks of their respective owners. All linking and access to and use of this website is subject to the terms and conditions of use. Unauthorized linking, access, and use are strictly prohibited.