robertbiscan
Level 1

Hi how do I stop a reaccuring quote every 30 days appearing ?

 
JenoP
Moderator

Manage suppliers and expenses

Glad to have you here, robertbiscan.

 

I'll walk you through edit the recurring template to stop it from automatically creating every 30 days. Please follow these steps:

 

  1. Click the Gear icon and select Recurring Transactions
  2. Look for the quote template and click edit under the Action column.
  3. Click the drop-down list for Type and select Unscheduled. 
  4. Click Save template

Let me also share this article about managing recurring transactions for additional reference: How Do I Edit A Recurring Transaction.

 

Visit us again in the Community if you have other questions.