Edit or Cancel Recurring Invoices

Summary

You are able to Edit or Cancel Recurring Invoice. You can edit or cancel one invoice in the series or edit or cancel the entire recurring invoice schedule.

To Edit the Recurring Invoice Schedule

• Navigate to the Invoice Schedule by Trust & Reports>Transaction Reports> Recurring Invoice Summary
• Click into the recurring invoice through the hyperlinked invoice number
• Actions - Cancel or Edit
• Edit at this point will allow you to Edit the Recurring Schedule as per below

To Edit the Recurring Invoice Details

• Navigate to the Invoice Schedule by Trust & Reports>Transaction Reports> Recurring Invoice Summary
• Click into the recurring invoice through the hyperlinked invoice number
• Select the Edit pencil next to the Creditor or Tenancy Recurring Invoice Details as appropriate
• You can select to edit details of the invoice as per below

To Edit or Cancel an Individual Invoice in a Recurring Schedule

• Find Invoice via Find Creditor or Find Tenancy Invoice
• Edit as per current Invoice Editing Process
• See our Knowledgebase Articles on Creditor Invoices for further information