A recurring transaction is a transaction that repeats at your specified frequency and recurring times. For example, you can make a transaction that recurs every month for a total of 5 times.

Make a Recurring Transaction

To start making a recurring transaction, first, go to the "Request" tab in the tab bar, and select a case if you have multiple cases, then press "Add New Transaction". Fill out the transaction information.

Then, press "Make it Recurring", and specify the "Recur Frequency" and the "Recur Times". It is important to note that the "Recur Times" does not include the initial transaction. For example, if you want a transaction to happen every month for a total of 5 times, select "Every Month" in the "Recur Frequency", and specify "4" as the "Recur Times", as the transaction would be repeating 4 times.

Finally, press "Confirm" and then press "Yes" in the pop-up confirmation dialog.

Canceling a Recurring Transaction

To cancel a recurring transaction, go to the detail page of the transaction you want to cancel the recurrence of, and press "Edit".

Then, on the edit page, press "Cancel Recurrence" and then press "Save".