Delete repeating invoice or bill templates

Delete the template used to repeat an invoice or bill. All transactions scheduled after today’s date are not created. Any transactions already created from the template aren't affected.

Your user role determines your access to invoices and bills.

Delete a single repeating transaction

  1. Find and open the invoice or bill. Use search if you know the contact's name, or invoice amount.
  2. Click the transaction to open the details.
  3. Click View this repeating transaction template.

    Image of the 'View this repeating transaction template' option on an invoice.

  4. Click Delete.

    Image of the Delete button on a repeating invoice.

  5. Click Yes to confirm.

Delete multiple repeating transactions

  1. In the Accounts menu, select Sales or Purchases.
  2. Click Repeating.

    Image of the Repeating option on the Sales screen.

  3. On the Repeating tab, select the checkboxes of the transactions to remove.
  4. Click Delete.

    Image of the Delete button on the Repeating tab.

  5. Click OK to confirm.