Recurring Sales Entry is where you enter the recurring sales transactions.

The Reference Number is used to explain to your customer what the Recurring Sales is for. It will be printed on the statement.

You must use a decimal (.) to separate dollars from cents when entering the Recurring Amount. If the dollar amount is a whole number, it is not necessary to put in zero cents (.00); the system will default to this for you.

You must designate your Recurring Sales as a Debit or as a Credit. Just press <ENTER> to accept the default of Debit.  Enter a <C> and press <ENTER> to specify the Recurring Sales as Credit.

The Comment is not printed on the statement but is used as a reference.

The system uses the Frequency entry to calculate the next due date after a Recurring Sales is activated. Enter the appropriate code for the frequency of the recurring sale, and press <ENTER>. The following are acceptable codes:  W = Weekly, M = Monthly, B = Bi-Monthly, Q = Quarterly, S = Semi-Annually, A = Annually.

The End Due Date is the last date that this Recurring Sale will be active. The End Date will only print on Detail reports.

You may have multiple General Ledger accounts listed for one recurring sale. This is a mandatory entry. Enter the General Ledger Bank account number to post the Recurring Sale to, and press <ENTER>.

You must use a decimal (.) to separate dollars from cents when entering the amount of the Recurring Sale. If the dollar amount is a whole number, it is not necessary to put in zero cents (.00) the system will default to this for you.

You may make corrections to the General Ledger Accounts that have been applied. At "Enter Selection" type a <G> and press <ENTER>. Enter the General Ledger account number and press <ENTER>.

In order to add Sales Tax to a Recurring Sale, the Sales Tax has to be manually calculated and added with the <G> option using the correct Sales Tax General Ledger Account. Ensure that the Sales Tax Account is also the one set up in "AR Setup" in SYSTEM MANAGEMENT (10.2.2.1 field 11) for this location. This will cause the Sales Tax to Be included on the regular Sales Tax Report.

An Invoice Comment may be added to an individual Recurring Sale. This comment will print on every Recurring Sale for this customer.  Enter a C and press <ENTER>. Type in the free form text. The text will automatically go to the next line without having to press <ENTER>. To exit the comment, <ENTER> at a blank line or press <\> and <ENTER>. To save the comment, you must save the session by typing an <S> and pressing <ENTER>. The comment will not be saved unless save the session.

If the comment is changed, the change will affect only the current invoice and not update the original entry.

In the Entry Options section at the bottom right the following information will be displayed:  Date Created, Time Created and Time Posted, WHO created and WHO posted the item.