Make recurring bills inactive

You may need to stop automatically paying a bill each month if, for example, you no longer have an outstanding balance on that bill. To have OnBalance stop automatically paying a bill each month, you can delete the bill or inactivate the recurring bill if you no longer want the bill paid on a regular basis but may want to do so again in the future.

Note: You can delete a recurring bill only if the bill has not yet generated any bills. If you have already generated a bill, you can only inactivate the recurring bill.

  1. From the company setup menu, choose Recurring Items.
  2. Click the Bills tab.
  3. Click the row for the recurring bill you want to make inactive.
  4. Mark the Make recurrence inactive checkbox.
  5. Click Save.

Notes

  • When you make a recurring bill inactive, that recurring bill will no longer appear in the list in the Recurring Items screen by default.
  • To view inactive recurring bills, mark the Include Inactive checkbox in the Recurring Items screen. Inactive recurring bills appear in italicized text in the list.
  • To reactivate recurring bills, mark the Include Inactive checkbox in the Recurring Items screen, click the inactive recurring bill, clear the Make recurrence inactive checkbox, and click Save.