Deleting Invoice Schedules

You can only delete a recurring invoice schedule that has not yet started and has not yet generated an invoice. Thus you can delete all “Draft” invoice schedules. You can also delete any invoice schedule for which the Last Sent field is blank.

To delete a Draft recurring invoice schedule

1. Locate the schedule you want to Delete in the Recurring Invoices table.

2. Click the “Delete” link under the Action button menu.

   

    

3. A pop-up window will appear asking you to confirm the delete. Click “yes” to delete the invoice schedule. 

   

4. The invoice will no longer appear in the table, nor will it appear in any other ReceivablesPro table or report.
   NOTE: You will not be able to retrieve or view an invoice schedule once it has been deleted.

To delete a recurring invoice schedule that has not yet started

There are two steps to deleting a recurring invoice schedule that has not yet started, first suspend the schedule then delete it.

1. Locate the schedule you want to Delete in the Recurring Invoices table.

2. Click the “Suspend” link under the Action button menu. 

   

3. The Status of the schedule will change to “Suspended” as shown below.

   

    

4. Click the Action button, and then click the “Delete” link.
   NOTE: You will only see this link on schedules with a Status of “Suspended” if the Last Sent date is blank.

   

    

5. A pop-up window will appear asking you to confirm the delete. Click “yes” to delete the invoice schedule.

   

    

6. The invoice will no longer appear in the table, nor will it appear in any other ReceivablesPro table or report.
   NOTE: You will not be able to retrieve or view an invoice schedule once it has been deleted. If you may need access to the schedule in the future, suspend it instead of deleting it.

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