How do I cancel recurring invoices
Question asked by Pat Perrior 9 years ago
I need to cancelled the recurring invoices, how do I do this ?
Hi Adam,
Thanks for bringing this to our attention that applying 0 is no longer applicable.
What I would recommend if you desire to halt a recurring invoice, would be setting the occurrences to equal or less than the number of invoices generated. Hence preventing further invoices being generated in the eventuality that a contract ends prematurely, simplifying the tying off process.
I hope this helps, Theo
Best answer
That doesn't work. If you make occurrences 0 it errors saying it needs to be a positive number. If you set it to be 'draft' (the next obvious thing) it says it can't because it covers an accounting period. The problem is that the recurring invoice process is tied to live invoices and should be a process for future generation only. Thus trying to halt future invoices (for example if a contract ends prematurely) becomes overly complicated.
Hi Pat,
To cancel, you got to: Sales> Invoices> Recurring> [Invoice number]> Edit. Change the Occurrences field to 0. The template will no longer generate invoices.
If you want to delete it entirely, go to: Sales> Invoices> Recurring> [Invoice number]>Delete recurring template
You must 