Hi,
The recurring transaction has been really neatly added and is a real
plus to the system.
However I have a query.
In the manual it says that there is a difference between scheduling a
new transaction and scheduling an existing transaction. But I can't get
this difference to work.
When I open the transaction page I then add in the details and click
update. I can now click the schedule button now and fill in details for
the schedule - however this schedule is not saved and does not appear in
the list of recurring transactions.
I have to post the transaction first, then relist the transactions, find
the transaction and then create the schedule - but this is the same as
scheduling as existing transaction.
What I'd like to do is to create a scheduled which starts on say the 1st
July 2007 - so when I log in after the 1st July I am prompted to add
this transaction and it gets emails out.
What I think I have to do currently is to create the transaction for 1st
July 2007. Then create a schedule for the subsequent transactions. I'll
then have to manually remember to email out the invoice on the 1st July
- but the next transactions will be prompted for which will be great.
BTW - I say transactions but I am using sales invoices (which are a
transaction as far as I know!)
Cheers,
Kevin
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