Recurring invoices is a Gem that can be enabled from the Holded Store. Learn more about this functionality in our article.
How to get there
- Access Sales from the toolbar
- Select Invoice
- Click on the Recurring invoices tab
You can find all your deleted documents in Settings> System> Trash for a maximum of 10 to 30 days, according to your plan. Learn here how to retrieve your document from the Trash
Deleting a recurring sales invoice
You have the option to delete a recurring invoicing cycle, skip a one-time recurring invoice, or to delete multiple cycles in bulk.
A. Delete a recurring invoicing cycle
- From the list, select the document
- From the summary window, open the three-point menu (⋮)
- Hit Delete
- Confirm the action
Please note that this action will delete all the documents, past and future, associated with this recurring cycle.
B. Skip a one-time recurring invoice
- From the list, select the document
- From the summary window, click on the recurring invoice you want to skip
- Hit Skip this one
- Confirm the action
You can only delete those documents that are still pending to become an invoice.
C. Delete recurring invoices in bulk
Keep in mind that you can select a maximum of 500 invoices.
- Check the box on the left of all the invoices you want to delete
- From the bottom bar, click on Delete
- Confirm the action
If you delete a recurring invoice that is associated with an invoice already issued, this last one will not be deleted. Those invoices that are pending to be converted will be eliminated together with their linked recurring invoice.