NOTE: This help article refers to Easify Version 3 which is no longer the latest version of Easify.

Click here if you are looking for Easify Version 4 help articles.
Scheduling Recurring Purchases

Easify with EASU installed has the ability to create copies of purchases on a schedule of your choosing.

To schedule a repeat purchase, either create a new purchase or open an existing one.

Select the Schedule tab in the purchase details window, and note that with EASU installed you now have a list of schedules that have been created for the purchase.



Click the New Task button



The New Repeat Purchase window will open, allowing you to specify when and how often you want the purchase to be repeated.



For full details on how to configure scheduled tasks see the section on Creating Scheduled Tasks.

When you have configured the repeat purchase schedule to your liking, click OK and the purchase will be scheduled to run as configured.



You can now see your newly scheduled task in the scheduled tab of the purchase details window. From here you can also edit or delete the scheduled task.

The task will now run as scheduled and when it does a copy of the purchase will be created.

If you have an email address configured in Easify, and are assigned to the original purchase, you will receive an email confirmation when the purchase is automatically raised.

 
 

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