Overview

There may be times that invoices may need to be stopped to prevent a client from continuing to be charged or if there was a mistake in the original invoice. 

Watch the Video Here

  • Enter the Client Profile from the Client page by clicking the client's name in blue 
  • Click the Payment Tab in the Client Profile

Screenshot_2023-02-07_at_11.34.39_AM.png

  • Scroll down to the Recurring section of the payment tab
  • Click the Yellow Stop button to the right of the invoice. 

Screenshot_2023-02-07_at_12.58.39_PM.png

 

 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639