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Cancelling a recurring invoice

Question asked by Mike Ashworth 5 months ago

Hi,

Can anyone tell me how to cancel a recurring invoice please.

I set one up in February 2018, created it using "999 occurences", and have so far created 16 invoices.

Cheers

9 Replies

Hi Mike,

You can delete them from Sales > Recurring and then clicking into the invoice. Please see the screenshot below.

All the best,

Mohamed.

file

i, thanks for your reply.

I just tried to do this as you explained and was met with the following error message.

"You are trying to process a transaction that precedes or is in a locked accounting period. Manage accounting periods here."

Hi Mike,

You must unlock your accounting periods first in order to edit transactions in a locked period by heading to Settings > Accounting > Periods > Click the padlock icon to unlock.

Tommy

Hi Tommy. Thanks for your message. Before i unlock the previous accounting periods as you state i just need to clarify something.

This wont change anything to do with those invoives/transactions in those closed accounting periods? All it will do is stop new recurring invoives being created?

Mike

Hi Mike,

No problem! By unlocking the period and deleting the recurring template, this will only stop recurring invoices from being generated. You can then re-lock the periods afterwards.

Tommy

Alternatively, you can EDIT the recurring Invoice by changing the 999 occurrences to 16 and updating the Invoice - it will then stop issuing new invoices as the number issued has reached the new maximum. If you want to delete the invoice from the records then follow the advice of Mohamed and Tommy - but you will lose a quick look record of each recurring transaction that shows at the bottom of the Recurring Invoice

Hi Gordon,

This is true! It is a good way to keep the recurring invoice and the records it contains. Thank you very much for the suggestion.

All the best,

Mohamed.

hi, Thanks for your advice. I have gone with changing the recurring number to 16. Cheers

Hi Mike,

Glad to hear that.

All the best,

Mohamed.

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