You can review a list of recurring invoices from the Recurring Invoices screen. In addition, from this screen, you can cancel or end an invoice's recurring status.
Cancelling recurring status only stops subsequent recurrences. It does not remove the original invoice.
To remove an invoice completely, you must delete or void the invoice in the Customer Invoice screen.
To review or cancel recurring invoices:
1. Select Invoice List from the Sales menu or click List in the Customer Invoice screen to open the Invoice List screen.
2. Click the Recurring List button on the Invoice List to open the Recurring Invoices screen.
The screen displays information about each recurring invoice.
3. Review the information in the table.
For each recurring invoice, columns identify the following:
§ Template Name: The name assigned to the recurring invoice when it was created.
§ Customer Name: The name of the customer billed
§ Interval in Months: The interval between invoices
§ Day: The day of the month on which each invoice is due
§ Days in Advance: The number of days in advance of the due date the invoice is generated
§ Start Date: The start date for the recurring invoice
§ End Date: The ending date, if known, for the invoice
§ Last Created Date: The date the invoice was last generated
§ Last Recurred Invoice: The date the last invoice in this series was due
§ Next Invoice Date: The date the next invoice will be generated
§ Amount: The amount billed on each invoice in the series
4. Select the check box in the Select to Delete column for an invoice and click Delete to cancel the invoice's recurring status.
All future iterations of the recurring invoice are cancelled.