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.