Recurring transactions are organized within your Church360° Ledger settings.
Once created, your recurring transactions will generate in your Pending Transactions view at the appropriate time of recurrence.
- To create a recurring transaction, click the “New Transaction” button and then select which type of recurring transaction you would like to create.
- Enter in the transaction information and then click the “Make Recurring” button to enter the recurrence information.
Note: More information about specific types of transactions can be found in the appropriate transaction type sections of this manual.
- At the time of the recurrence, the transaction will appear in your Pending Transactions section. Click on the transaction name, make any final changes, and then click “Save” to edit the specific instance of this recurring transaction.