Use recurring entries for transactions such as direct debits and payments for subscriptions.

Enter these as Money In or Money Out transactions.

What you need to know

• You need to enter the payment or receipt you want to make recurring and save
• Once set up we automatically create the new payment or receipt on the repeat date
• To find the recurring transactions, check the bank activity. The most recent recurring transaction has a recurring symbol 
• If you enter a recurring entry with a date in the past, we'll create all the transactions up to today's date. Refresh the page in your browser if the list is not up to date
• You are not able to create recurring Sales invoices in Sage Accounting Start

Create a recurring payment

1. From Banking, open bank account used for the original payment.
2. From the Activity tab, open the original payment. The type shows as Money Out.
3. Select Make Recurring, then complete the following information:
   • Repeats every - Choose how often you want the transaction to repeat. Then choose whether to repeat in days, weeks or months. For example, to repeat a payment every ten days, in the first box enter 10, then from the second box choose Days
   • Repeat Until - Enter the date of the final payment recurrence or if ongoing, then select a date in the future until you choose to stop the recurrence
4. Click Save.

Create a recurring receipt

1. From Banking, open bank account used for the original receipt.
2. From the Activity tab, open the original receipt. The type shows as Money In.
3. Select Make Recurring, then complete the following information:
   • Repeats every - Choose how often you want the transaction to repeat. Then choose whether to repeat in days, weeks or months. For example, to repeat a payment every ten days, in the first box enter 10, then from the second box choose Days
   • Repeat Until - Enter the date of the final receipt recurrence or if ongoing, then select a date in the future until you choose to stop the recurrence
4. Click Save.

Change a recurring transaction

Edit the most recent transactions. Identify this by the recurring symbol .

1. From Banking, open the bank account used for the original payment or receipt.
2. From the Activity tab, select the most recent transaction.
3. Select Edit Recurring.
4. Make the required changes and Save.

Stop a recurring transaction

When you want the transaction to stop recurring, edit the most recent one. Identify this by the recurring symbol .

1. From Banking, open the bank account used for the original payment or receipt.
2. From the Activity tab, select the most recent transaction.
3. Select Stop Repeat, this will then save automatically and a success banner will show at the bottom saying Repeat Deleted.