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 Billing settings.
- Be aware that disabling Automated Scheduled Billing stops all automatic recurring invoice generation until it is re-enabled.
Step-by-Step Instructions
- Click Settings in the left-hand rail.
- Go to Finance, Billing section, click 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.