Creating a new automatically recurring sale run

Follow instructions below for the Process to Creating a new Manually recurring sale run 

• From navigation panel go to sales

• Click on sale runs

   Show Me

  

• Click button new

•  Change the workflow status to Active
• Add in the description
• Change the sale run type to recurring (Automatic)

• Under tab Lines click button new, you can add a product with a specific price that you want to go to all customers you have imported in the customer tab

• You can import customers using the extract customers button

• Or you can manually enter customers
• Under tab customers click button new, add customer in the customer field – use this tab if you want certain customers to have different pricing and products

• In the bottom section add in product you want to be automatically charged

• Go to the general tab

• In the recurrence field tick when you would like this sale to recur
• Use the arrows to add what day of the month you would like this sale to go out on, you can tick all months if you want the sale to be made every month
• Add in a recur until, if there is no recur until leave this blank

• Click button save