Dex- Adding Schedules

12 STEPS

1 Click Schedules on the Dex navigation menu.

2 Click Add Schedule

3 Click the blue plus sign to add a new customer or type in the customer's name for an existing customer.

4 Click the blue plus sign to add a new payment method or use the drop down to add an existing payment method. 

5 Click Item Description to add any additional information/comments.

6 Click Action to select the transaction type.

7 Select Frequency to determine how often the schedule should run.

8 Click on Recurrence Start to select the schedule start date. You are only able to select a future date. 

9 Select the Recurrence End set up. You can set up a continuous or non-continuous schedule.
For a continuous schedule select Schedule transactions with no end date. 
For a non-continuous schedule select End after (quantity) transactions.

10 Add the Subtotal and Tax (if applicable).

11 Click Add Schedule once everything has been added.

12 A pop message will appear letting you know if the schedule was created. That's it. You're done.