How can I set up transactions to recur?

1. Open the task window:
   • Select Tasks and then Purchases/Receive Inventory to recur bills/purchase invoices
   • Select Tasks and then Payments to recur payments
   • Select Tasks and then Sales/Invoicing to recur sales invoices
   • Select Tasks and then  General Journal Entry to recur journal entries
2. Create the transaction normally:
   • Purchase and sales invoices must be assigned a starting invoice number
   • The recurrences will be numbered sequentially from this starting number
   • For example, if the first invoice is numbered 4501, the next invoice will be numbered 4502, and so on
3. Open the recur options screen:
   • For payments, select Recur
   • For invoices and general journal entries, click the drop-down arrow next to Copy, and then select Create Recurring
4. Select the desired recurrence frequency from the How often do you want to recur this transaction? drop-down list.
5. Set the First transaction date. This can be any date in your open fiscal years.
6. Select the desired recurrence end point:
   • For a specific date, select End on and set the desired date
   • For a set number of occurrences, select End after and enter the desired number of occurrences
   • To have the transaction recur indefinitely, select No end date

   Note: This option will create the set number of transactions through the end of the currently open fiscal years; when the next fiscal year is opened, it will then create the set number of transactions through the end of that year.

7. Select OK.

Note: At this time, Sage 50 does not allow a recurring transaction to automatically change the item description each month.

Create Recurring is greyed out