Edit or Cancel Recurring Invoices

Question

Accepted Answer

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