Delete a Recurring Billing

Once a Recurring Billing is no longer needed it can be deleted.  Please note, however, that once a Recurring Billing is deleted it cannot be reactivated.  If there is a chance that the Recurring Billing will resume, you can find instructions for other temporary options in the Edit Recurring Billings Article.

 

Navigate to the Contact Overview Page

  1. Select Locations from the left-hand menu.
  2. Click on the Location Name for the correct location.
    Note: If you have access to multiple locations you can use the search fields to find the correct location.

     
  3. Click on the First Name or Last Name of the contact whose Recurring Billing you want to delete.

     
  4. Click the ellipsis in the Actions column of the Recurring Billings window.
  5. Select Delete from the drop-down menu.
    Note:  If the Recurring Billing you want to delete doesn't appear in the window see the instructions at the bottom of this article.
  6. Click the Ok button to confirm you want to delete the Recurring Billing.

     
  7. A message box will appear at the top of the screen if the Recurring Billing was deleted successfully.

 

View All Recurring Billings

If the Recurring Billing that you want to delete/edit doesn't appear in the Recurring billings follow the steps below.

  1. Click the View All link at the bottom of the Recurring Billings window.
  2. Click on the arrow to expand the Status drop-down menu.
  3. Click the checkbox next to Select all to display all of the Recurring Billings regardless of their status.