Add transactions manually

Creating a New Transaction

1. Go to the Customers page of your Rotessa account 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 of Future. Transactions can only be edited or deleted before the status changes to Sent to Bank.