creating new sale using recurring transaction

[gregpowell]

i want to

A; save a sale as recurring transaction

B; open a new sale to same or new client and "use recurring", select the sale from point A to bring in the data from original sale

NOW HERE IS MY ISSUE>>> when I do this, no matter what Layout I save the original sale in, or whatever layout i begin the new sale as, it always changes to "item layout"

This is a problem because we always work in Time Billing...

[Hoekone]

Try looking at the clients card file under the Selling details tab and see what is selected for Sale Layout:

[gregpowell]

Thanks HOEKONE, have tried this - ensuring that the clients both have the same layout doesn't help. It happens even when saving as recurring and opening a new sale using 'recurring' for the same client.

[Mike_James · Accepted solution]

Hi @gregpowell , this is a known issue since version 2019.1. What version are you using? The workaround at the moment is to ensure that the first line of the recurring transaction is an activity.

[gregpowell]

Perfect. My life just got better, thankyou my friend!

I've got another issue which I'll post on another thread when i get a minute to describe it - it takes some explaining....!!!!!