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November 27, 2020
Question

I need to cancell a customer on a recuring template hw do I do it

  • November 27, 2020
  • 1 reply
  • 1 view
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1 reply

Level 9
November 27, 2020

I can walk you through canceling a recurring invoice template, ria4.

 

Here are the easy steps on how to delete or pause an invoice transaction to recur: 

 

  1. From Gear icon, click Recurring transactions.
  2. Look for the template you use for the customer.
  3. Click the drop-down arrow under the ACTION column.
  4. You can select either Pause or Delete. Confirm the action.

You can also check out these articles that will help you manage customer invoices:

 

Keep me posted if there's anything else that you need help with. Take care!