A client has asked for your help to set up a recurring transaction. She wants to create a recurring sales receipt. This is the process she has followed so far:

1. Select the Gear icon 2. Select Recurring transactions 3. Select New

What should she do next?

• Select an interval for the recurring transaction to recur

• Choose the customer or vendor

• Select the type of transaction she wants to make recur

• Pick a template to use