The Goal: Turn off Automated Scheduled Billing so that recurring invoices are no longer generated automatically for your organization.
Before You Begin:
- You must have staff permissions to access your billing settings at Finance > Administrative > Billing Settings.
- Disabling Automated Scheduled Billing stops all automatic recurring invoice generation until it is re-enabled.
Step-by-Step Instructions
- Go to Finance, Administrative section, click Billing Settings and select General Billing Settings.
- In the Automated Scheduled Billing section, deselect the check-box for Use Automated Billing.
- Click Done.
Common Pitfalls
- Forgetting to click Done: Deselecting the check-box does not save your change on its own. Be sure to click Done so the setting takes effect.