MYOB will permit you to create a ‘recurring’ template for many types of transactions. A recurring transaction is one that occurs on a regular or predictable basis e.g. a standing order for certain goods each week or a service provided on a regular basis.

Any transaction saved as recurring will appear in the Recurring Transactions List, in the Lists menu and also the To Do List.

It can be very helpful because it not only saves you from having to remember the information, but also saves having to re-enter the data.

To create a Recurring Sale or Recurring Purchase click the Save Recurring button after preparing, but prior to recording, the invoice and follow the dialogue box instructions e.g.

For further assistance: Contact Melanie Jenkins
Download this MYOB Help Sheet with accompanying images to assist you with each step below…


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