It's best to delete the recurring template and void the created sales receipt, Dgreek.
Since you no longer need to use the recurring template, you can delete it. Here's how:
- Go to the Gear icon.
- Under Lists, select Recurring Transactions.
- Locate the Template Name and select Edit dropdown.
- Select Delete.
- Select Yes to confirm you want to delete the template.
There's no option to mark the sales receipts as unpaid. You can instead void the created sales receipt transaction if you want to have a record of it. If not, delete it by going to Sales, then select the "All Sales" tab. Find the sales receipts that you want to void or delete. Then, in the Action column, select the dropdown, then select Delete.
I also suggest using an invoice moving forward, as it will only be processed once the customer payment is received.
You can run the Transaction list by customer or Transactions list detail by customer report to check the overall customer accounts and ensure everything aligns with the changes made. Refer to this article: Run a report.
Please leave us a response if you have other questions or concerns.
