---
title: Add transactions manually
description: How to add transactions to your Rotessa account manually.
---

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July 31, 2026

# Add transactions manually

**Creating a New Transaction**

1. Go to the **Customers** page of [your Rotessa account](https://client.rotessa.com/users/sign_in) and select **New**.
2. Select **New Transaction**, then **Manually**.
3. Search for and select the customer you'd like to schedule the transaction for.
4. Fill in the following fields: 
     - **Amount** — the amount you and your customer have agreed to debit.
     - **Frequency** — how often the transaction will repeat.
     - **Instalments** — how many times the payment will be pulled from the customer's account. Leave blank to keep the transaction recurring indefinitely.
     - **Process Date** — the date the payment will be pulled from your customer's account.
     - **Comment** — optional notes for your records, such as "Rent" or "Tuition Payment Fall 2021."
5. Select **Submit**. Your transaction is now scheduled.

Note: *A transaction created in advance of the process date will have a [status](https://support.rotessa.com/transaction-status?hsLang=en) of **Future**. Transactions can only be [edited or deleted](https://support.rotessa.com/edit-or-delete-a-transaction-schedule?hsLang=en) before the status changes to **Sent to Bank**.*

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