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July 18, 2021
Question

Service Date change with recurring sales receipt

  • July 18, 2021
  • 1 reply
  • 20 views

I have setup a recurring sales receipt for a customer. I would like the service date to also change when it sends the new sales receipt for the month. Currently, it just stays blank, and doesn't populate the date (Ex. 7/9/2021) which is also the receipt date. Is there a way to do this?

1 reply

Kristine Mae
Moderator
July 18, 2021

I'm here to explain why the service date is blank, Hds123.

 

A recurring transaction template is unable to auto-populate the service date field on transactions. You'll have to enter the information manually. 

 

We'll have to find the transaction and edit the date. Here's how:

  1. Click Reports.
  2. Enter Recent Automatic Transactions in the Find report by name field.
  3. Ensure the dates are correct, then click Run report.
  4. Select the sales receipt, then update the Service Date field manually.
  5. Click Save. 

Let me add some articles that will help you learn more about recurring transactions:

If you need more help, we're available 24/7. Don't hesitate to reach out to us again. Take care!