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robertbiscan
Level 1

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

 
1 Comment 1
JenoP
Moderator

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

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.