How to modify or delete recurring transactions

These steps apply to all transactions: General Journal Entries, Sales Invoices, Purchase Invoices, Orders, Contracts, Quotes, Goods Received Notes, Paycheques, and Remittances.

To modify a recurring transaction

1. Open the transaction journal, such as Sales Invoice or General Journal.
2. Select the icon to Recall Recurring Transaction (or CTRL-R).
3. Select the transaction, then Select.
4. Modify the transaction.
5. Select Entry.
6. Select Store.
7. Select OK.
8. Select Yes.
9. Select the X on the upper right corner.
10. When asked if you want to discard the transaction, select Yes.

To delete a recurring transaction

1. Open the transaction journal, such as Sales Invoice or General Journal.
2. Select the icon to Recall Recurring Transaction (or CTRL-R).
3. Select the transaction.
4. Select Remove.
5. Select Yes to confirm that you want to remove the transaction.
6. Select Cancel to exit the Recall Recurring Transaction window.