Forum Discussion

gregpowell's avatar
gregpowell
Contributing User
5 years ago

creating new sale using recurring transaction

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...

  • Mike_James's avatar
    Mike_James
    5 years ago

    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.

  • Hoekone's avatar
    Hoekone
    Contributing User

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

    • gregpowell's avatar
      gregpowell
      Contributing User

      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's avatar
        Mike_James
        Ultimate Cover User

        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.