Do you find yourself keep entering the same transactions manually on a regular basic? You can have Saasu automate this function for you. Creating an Automatic Sale is easy because it is the same screen as a normal Sale, only it has an extra section called to the Recurring Schedule.

Your Automated Sale will be created at 4:30AM Sydney time on the scheduled date.

Example: Create a Sale for a regular service you provide:

1. Chose the add icon adjacent to Automate (below Sales) in the main menu.
2. Start filling in the Sale transaction just as you would normally. See the help note about Sales transactions.
3. Goto the Recurring Schedule section.
4. Set the Next Creation Date to be the date from when the Saasu web finance engine should start creating thsi transaction from.
5. Choose No End Date if you wish Sales to be created automatically on an ongoing basis otherwise change this drop down list to End By and enter the end date in the field that becomes available.
6. Enter the frequency and also on what basis it occurs:
   • Days - Enter the Day immediately to the left of the drop down list
   • Weeks - Select the day of the week this is to occur from the drop down list immediately below.
   • Months - Select either:
     1. The 1st radio button and the day/date of the month from the drop down list or;
     2. The 2nd radio button and the position of the weekday each month
7. Set the Payment method - Checking the check box will mean that a payment is applied to the Sale using your Default Bank Account with the Payment date being the same as the recurring Sale issue date. Otherwise leave unchecked if you wish to manually apply payments as they come in or are cleared through your bank.
8. Set the Email method - Checking the check box will result in Saasu generating a PDF email that is sent when the Sale is created to the email address as specified in the Contact Details screen for the recipient.