Billing

Discontinuing the generation of a recurring bill

  1. Choose
    Setup
    , then
    Clients
    , choose the client for whom you want to discontinue a recurring bill, and select
    Edit
    .
  2. Go to the Engagements tab and select the engagement for which the recurring bill is set up.
  3. Go to the Recurring Bills subtab.
  4. Delete the value in the
    Description
     field.
  5. Select
    Enter
     to save the change. The Recurring bill will no longer appear on the
    Recurring Bills
     screen and you will no longer be able to select it for generation. Any invoices previously generated by the recurring bill are not affected.

This article applies to:

  • Product: DT Practice