Editing Recurring Transaction Dates

You must be designated and authorized through the permission settings to carry out this function.

1

Locate the recurring transaction record you wish to update in the active transactions list by navigating to Reports > Recurring > View Active, or by using the recurring transaction search page.

2

Click the edit icon for the transaction record.

3

Scroll to the recurring cart area and click the edit icon for the item for which you wish to change the recurring transaction dates.

4

The data fields for the item will become editable.  Enter the new data for the transaction, and click save.