Delete Recurring Invoices

frankuirogafrankuiroga Member Posts: 1

Hello everyone, how can I Recurring Invoices, I do not see the option

Comments

  • prakashprakash Member Posts: 0

    Dear Sir/Mam

    i recently started using the waveapps in that i am unable to see the payments below sales, if i receive partial payment how do i see the pending payment or how do i update these kind in waveapps, how to delete the recurring invoices

  • CharlotteCharlotte Member Posts: 695 admin

    Hi Prakash! In order to stop recurring invoices, you'll need to End the schedules you currently have ongoing. You can do this via the drop-down menu on the recurring invoice page.

    You can issue partial payments against any invoice until it has been fully paid. If you have an income transaction, select it and you should see the option to apply it to an invoice. You can also apply payments to invoices from the invoice page.

  • OrionsBeltsOrionsBelts Member Posts: 27 ✭✭

    you can't actually delete a recurring invoice. you have to end it. it's one of the options if you click the arrow to the right of the recurring invoice. it'll still be stored, but it won't be active and won't send anything out.

  • altrosaltros Member Posts: 5

    If never used delete is really logical requirement please

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @altros.

    It isn't possible to delete recurring invoices. They can be ended, which will archive them and prevent them from sending any new invoices but never completely removed. You can always edit old recurring invoice drafts to better suit your needs.

  • SusanReuSusanReu Member Posts: 2

    I have a recurring invoice that I would like to delete. Since that option is not offered, I would like to "end" it. However, the option to "end" is grayed out so I cannot even do that. Please tell me now to get the "end" option to be available so I can use it. This is ridiculous. Thank you.

  • SusanReuSusanReu Member Posts: 2

    I apologize if my comment seems disrespectful. I was frustrated. Thank you.

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @SusanReu,

    That's a fair reason to be frustrated, there's no need to apologize. I'd love to help. Could you share a screenshot of your recurring invoices page, with any personal information on it obscured? It'll give me a better idea of what the issue might be.

    Is that recurring invoice active? Only active recurring invoices can be ended, so that would explain the issue you're running into. You can get around this by setting the date of the first invoice sometime in the future, activating it and then ending it immediately.

  • GoodAccountingGoodAccounting Member Posts: 29

    While trying to determine the best way to set up a Notes Receivable, I had created a recurring invoice. I then attempted to delete the recurring invoice. The option doesn't exist. It it listed as 'ended' in the "all recurring invoices' tab. Pretty messy. Easy Fix.

  • Michelle_AMichelle_A Administrator Posts: 45 admin

    @GoodAccounting Thanks for reaching out! As you have probably already figured out, you would have to complete/save these drafts (to convert them to active recurring invoices) with the first send date some time in the future (to avoid having them sent to your customers). This is because only active recurring invoices can be ended at this time. I can appreciate that it doesn't seem like the smoothest approach, and it's not to say that this feature won't be made available in the future- we just don't have a concrete ETA right now for when you'll see this ability implemented unfortunately!

  • GoodAccountingGoodAccounting Member Posts: 29

    Hi! I'm not trying to end or begin the recurring invoice. I'm trying to delete is all together so it doesn't show up at all. I don't want it listed as 'ended'. I never used it & want it gone. but there is no delete option.

  • TylerKTylerK Administrator Posts: 94 admin

    @GoodAccounting we're working on adding the delete function to be user-facing but right now it will show either Draft, Active or Ended RIs. Using the filter along the top should reduce the "noise" a little bit until we get delete live.

  • GoodAccountingGoodAccounting Member Posts: 29

    great. thanks.

  • icecorpicecorp Member Posts: 14

    Hey there

    Is there any way to delete draft recurring invoices? It's a real pain in the butt having them sit there and be irremovable.

    It's a pretty straight forward feature so wondering if there is a way and I'm missing it! Or if it can please be included in an update.

    Thank you!

  • geosalamehgeosalameh Member Posts: 1

    I would add to this the possibility to delete an Ended recurring Invoice?

  • JamieDJamieD Administrator Posts: 1,117 admin

    @icecorp @geosalameh Unfortunately, as of right now, this is still a feature request in the works (the ability to delete recurring invoices in Wave). All Recurring Invoices (ended, active or draft) will appear on that page. As our Developers work to release that feature, I am hopeful the filters along the top will help you keep working with minimal issue. Once the feature is released/has an update, we will be sure to let our users know.

  • ThomasDalyThomasDaly Member Posts: 11

    @Alexia I too am frustrated by the inability to delete recurring invoices. I started creating one but abandoned it when I realised there are no available scheduling options other than monthly. The attached screenshot shows the problem @SusanReu referred to. There are no options to either 'end' or delete the invoice.

  • enlightened_FL1enlightened_FL1 Member Posts: 3

    Please create the ability to delete recurring invoices! We will be moving away from Wave eventually without this function, as it crowds up our invoicing making it extremely unorganized. I would also appreciate the ability to restart an invoice without having to duplicate it, then keep the original and the new one in a long list. Please add this Wave!!!!!

  • BarsinABarsinA Administrator Posts: 694 admin

    Hey there @enlightened_FL1
    Wave likes to follow guidelines for standard bookkeeping practices and with that being said, deleting your recurring invoices (or any invoice with a payment processed through it) is not in line with proper bookkeeping. An audit trail is necessary when a transaction occurs for the business owner. We appreciate you reaching out about this, and I apologize if you're frustrated by the lack of this feature.

  • dendingdending Member Posts: 1

    @BarsinA This would make sense if we were also not allowed to delete regular invoices but since we can I don't understand the difference. Why can I delete a regular invoice and not a reoccurring one that hasn't yet been sent? As I was trying to learn your system I created several draft reoccurring invoices that I would now like to delete. Having them stay in my invoice list is cumbersome.

  • BarsinABarsinA Administrator Posts: 694 admin

    Hey @dending
    I think what you're saying makes sense of course. Our product team are constantly looking to make improvements and I will make sure that they view this post.

  • WFSWFS Member Posts: 1

    I echo this request. I have draft recurring invoices I cannot delete as well as some very old recurring invoices that opted out. I need to clean this out of my system.

  • StephPStephP Member Posts: 1

    I agree with the request to be able to delete a recurring invoice. If it is a draft and has been created in error there is no way to even discard the draft. A very frustrating and untidy feature. Please consider a "discard draft" feature. Thank you so much.

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