Recurring sales transaction problems
We use recurring transactions alot - our service arm schedules mainly for monthly and sometimes 2 monthly services (6 weekly aren't catered for in MYOB Account Right and need to be manually administe...
Forum Discussion
Hi Trushka
Thank you for your post. When you create a recurring transaction, you set a schedule, so if you were choosing 2 months, it would always fall on odd or even months depending on when it started.
If you change the date when creating the invoice, the system is still working on the schedule that you set. The software does not know you would like to change the schedule unless you go into the recurring transaction list and update it there, which may be why it seems to have pushed the date; because it is working on the original date.
The way around this is to update the schedule after creating the invoice if it falls in 3 months. For instructions on editing a recurring transaction, see our Help Article: Changing a recurring transaction.
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