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September 12, 2020
Question

How can you add multiple recurring transactions to 1 customer/

  • September 12, 2020
  • 1 reply
  • 1 view
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1 reply

Level 9
September 13, 2020

I've got the steps you'll need adding multiple recurring transactions to one customer, thedustbustincle.

 

You'll just need to create a single template for a certain customer and start duplicating it. I'll show you how to accomplish the tasks.

 

To create a template:

  1. Go to the Settings icon from the top right and select Recurring transactions.
  2. Click the New button.
  3. Choose the Transaction type and press OK.
  4. Enter a Template name, and select the Type from the drop-down menu.
  5. Select the name of your customer and enter the other necessary required fields.
  6. Click Save template.

To create a duplicate template:

  1. From the Recurring Transactions window, click the arrow beside Edit.
  2. Choose Duplicate.
  3. Change the Template Name and other details.
  4. Click Save Template.

With the help of these steps, you'll have the multiple recurring transactions added to one customer. 

 

Check out these recurring-related articles for additional guide and reference:

I'm just a click away if you need further assistance.