Recurring Invoice Schedule Adjustment

We need to be able to adjust a recurring invoice schedule without having to delete a recurring. There are times when a recurring invoice is set up for 12 months but at month 10 we are notified that that recurring needs to be canclled. In Database view we are currently able to go into the schedule and adjust the schedule, so it no longer generates invoices but still keeps all of the audit history. Please consider this so that web and database are aligned for the recurring functions.

  • Jessica Bissonette
  • Aug 3 2026
  • No Status
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  • Nermina LjK commented
    05 Aug 14:33

    We use queries to generate recurring inv. and we set those up as unlimited but we have, on regular base, clients that move out and we need to be able to stop recurring for the individual within the query at any time. In database view we can do that from the client and also can access the client from query at the time of updating and generating invoices. In NXT webview I see under recurring invoices, under edit that the schedule type can be changed to fixed to stop recurring but nothing else and after fixed is selected it can not be saved - that is error or red triangle shows up


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  • Renee Elliott commented
    03 Aug 15:28

    Our organization uses this function in database. Please develop the ability to adjust the schedule to do this in web as well.

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