How to Pause or Cancel a Recurring Invoice Schedule

Overview
Temporarily suspend or permanently stop an existing recurring invoice schedule without deleting its history.

Steps

1. Navigate to Finance > Invoices > Recurring Invoice.

2. Locate the schedule you wish to change and open its “⋮” Action menu.

3. To pause billing, click Pause (if available). To stop entirely, click Cancel Recurring Invoice.

4. Confirm your choice in the popup. The status will update to Paused or Canceled.

Tips

• Pause when a client requests a short break; cancel only if you will never bill again.

• Add an internal note before pausing so your team knows why.

Troubleshooting / FAQs

• Q: “Pause” option isn’t shown.

  • A: Ensure the schedule is in Active status; you cannot pause a schedule that’s already paused or canceled.

• Q: Recurring invoice still generates after canceling.

  • A: Check that your system cron job ran successfully—see Module Settings > Cron.