New template

Recurring payments are entered with the help of a wizard that consists of two steps. The name and the payment type is entered in the first step and the actual payment is entered in the second step.


Enter the name of the template here. If needed you can change this name at a later point using the context menu in the overview.

Payment type

Select the payment type for the template from the drop-down list. Depending on the payment type, the second step of the wizard opens the corresponding dialog box for entering the payment.

By clicking on the Next button, you are forwarded to the corresponding dialog box for entering the selected payment type. The dialog boxes are identical with those described under section Record payment. After clicking on Finish, the new template is saved and displayed in the overview.