Make recurring sales inactive

You may want to stop sending a recurring invoice to a customer if, for example, the customer no longer purchases your product or service. If you want OnBalance to stop creating a sale automatically, you can delete the recurring sale or make the recurring sale inactive if you do not want the invoice sent on a regular basis but may want to do so again in the future.

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

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

Notes

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