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ria4
Level 1

I need to cancell a customer on a recuring template hw do I do it

 
1 Comment 1
Catherine_B
QuickBooks Team

I need to cancell a customer on a recuring template hw do I do it

I can walk you through canceling a recurring invoice template, ria4.

 

Here are the easy steps on how to delete or pause an invoice transaction to recur: 

 

  1. From Gear icon, click Recurring transactions.
  2. Look for the template you use for the customer.
  3. Click the drop-down arrow under the ACTION column.
  4. You can select either Pause or Delete. Confirm the action.

You can also check out these articles that will help you manage customer invoices:

 

Keep me posted if there's anything else that you need help with. Take care!