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jrsbarn
Level 1

How do i stop a recurring invoice? it shows no template when i go to the template

 
1 Comment 1
FateCandylaneT
QuickBooks Team

How do i stop a recurring invoice? it shows no template when i go to the template

I appreciate the effort in sharing your query here with us, jrsbarn. Let me help you manage recurring sales transactions in your account.

 

Yes, you can disable recurring sales invoices created in your file by deleting or modifying the transaction to Unscheduled/Reminder type in QuickBooks Online. Also, please make sure to select All under the Filter dropdown section to enable all templates to show. To do this:

 

  1. Go to the Gear icon and choose Recurring Transactions.
  2. If you’d like to delete the invoice template, click the Edit drop-down button and choose Delete.
  3. Click Yes to confirm.
  4. If you’d prefer to retain the template, click Edit.
  5. Change the Type to Unscheduled or Reminder and click Save template.

 

recuring template.png

 

If recurring templates aren't showing on your end, sometimes stored cache files can cause an interruption while using our features. To help you fix this, let's consider performing some troubleshooting steps to rule out the possibility of a browser issue. I'd suggest opening your QBO account in a private browser. You can refer to these keyboard shortcuts to open one:

 

  • Microsoft Edge: Ctrl Shift P
  • Google Chrome: Ctrl Shift N
  • Safari: Command Shift N
  • Mozilla Firefox: Ctrl Shift P

 

If you've successfully modified recurring templates without having issues, you can go back to the regular browser and clear its cache to remove the temporary files. You can also consider using other supported browsers to narrow down the problem.

 

Furthermore, I've included these references to guide you in customizing and managing your sales forms and transactions:

 

 

I'll keep this thread available, so you can always reply any time you need additional assistance. Just let me know in the comments below, and I'll make sure to get you covered. Stay safe and have a good one!

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