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  • In the recurrence field tick which month Weather, you would will like this customer to be invoicedit to "Recur Every Week" or "Recur Every Month"
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  • In the field 'Recur

    Day Of Month' enter the day eg 17th of each month 

    From' and "Recur Until" enter the dates you will like the customer to be charged.

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  • In the field 'Recur

    Until' select a ddmmyy in the future or leave it blank

    Period' enter the number of weeks the task should execute a sale from the Recur From date. e.g if you want the sale run to start the week of the recur from date enter a 1. 

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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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  • Click on Save


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  • 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

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  • 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

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  • recurrence setting