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Sales Runs can be created in one of 3 ways: 

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Added two Two new fields added onto the Sales Run Header
Last Run for = is the last date the sales run ran for based upon the settings on the General tab.

This field works off the field =Recur From and all the other settings on the General Tab on the Sales Run.

Eg a Sales run, that has been set up to Recur from 20/1/2017 but it's to run every 12 months and the last run was 20/01/2021 then the last run for = 20/01/2021.

Last Run Actual = is the date the sales run actually ran 
Works off the settings on the General tab and looks at what the Weekend Handling is set to 

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  • In the recurrence field tick Weather, whether you will like it to "Recur Every Week" or "Recur Every Month"

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  • In the field 'Recur From' and "Recur Until" enter the dates you will like the customer to be charged from and until.

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  • In the field 'Recur Period' enter the number of periods the task should execute a sale from the Recur From date. e.g so if it recurs weekly, 1 = every week, 2 = every fornightfortnight, or if it's monthly, 1 = every month, 3 = every quarter, 12 = every year. 

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  • In the field "Weekend Handling" enter how you will like the system to generate the sale if the date for the week or month lands on the weekend. 

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Info
  • If you have set up the Sale Run to have a Sale Run Type of 'Recurring Manual' you must when it is time to invoice the customers, Click on Generate Invoice, Print Invoices and Generate Email Batch.
  • If you have set up the Sale Run to have a Sale Run Type of 'Recurring Automatic' a task "Generate Recurring Transactions" will run based upon the recurrence setting on each of the sales runs.