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.