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Hello there, @kmurphy-alternat. Let show you how to stop a recurring invoice in QuickBooks Online (QBO), so your client can no longer receives a new transaction from you.
You can either choose to delete the recurring invoice transaction or edit the template to Unscheduled or Reminder type to retain it. This will stop the system from sending recurring invoices to your client. To do this, here's how:
- Go to the Gear icon.
- Choose Recurring transactions.
- If you’d like to delete the recurring invoice template, click the drop-down arrow under the Action column and choose Delete.
- Click Yes to confirm.
- If you’d prefer to retain the template, click Edit under the Action column.
- Change the Type to Unscheduled or Reminder.
- Click Save template.
For more details about creating and editing templates for recurring transactions in QBO, please see these articles:
Also, you may want to check out one of our Help pages as your reference in case you need a guide in organizing and sending invoices in QBO: Invoices and payments help for QuickBooks Online.
Keep me posted in the comments if you have other concerns about recurring invoices and managing income transactions in QBO. I'll gladly help. Take care, and have a great day, @kmurphy-alternat.
