Frequency |
You cannot change the Frequency type (monthly to weekly, etc). If this type of change is required, delete the existing template and then create a new template with the correct frequency. You can, however, change the settings within a given Frequency. For example, if a payment due date is changed and the frequency is monthly, you can change the day of the month that the recurring item is created. |
Range of Interval |
Start Date: The Start Date is available to change if the first interval has not yet been generated by daily process. End after ___ occurrences and End by: You can edit the number of occurrences or the End By date. The End by date must be set to the current date or greater. Example: If a note is paid off, reduce the number of occurrences or change the End by date to equal the final payment date. |
View Check |
Click View Check to view the check details. No changes can be made. When finished viewing, click the Cancel icon to return to the template. |