How to tutorials

Create Recurring Sales Lines Video


An easy to follow and step by step video tutorial on creating recurring sales lines with the Financials for Office 365 Lite Edition. 

You can set up standard sales lines for recurring sales, such as a monthly replenishment order. You can then assign the standard sales lines to customers so that you can quickly insert them on sales quotes and sales invoices for the customer. Standard sales lines that are assigned to customers are specified in the Recurring Customer Sales Lines window.