Add recurring charge
Daily, Customers, Financial, Recurring Billing
New
Transaction type is charge
Choose interval – monthly, yearly, etc
Choose date from (through will fill in automatically when you choose the number of times for example – Annual membership charge, paid by the month -interval monthly #12 times – once a month for a years membership dues
From and through date for that example would reflect one year.
Choose frequency
Choose item and price autofills
Choose credit card to use (if charging to AR, leave blank)
Choose how the customer will receive their receipt
Save
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