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Replying to:
SashaMC
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Hey anna54,

 

I'll be delighted to help you remove that recurring template and make the customer inactive. The first is to remove the template, here's how:

 

  1. Go to the Settings ⚙and select Recurring Transactions.
  2. Look and choose the template associated with the customer to remove it.
  3. Under the Action column, click Edit and use the drop-down and choose Delete.

 

Once the template is deleted, the second phase would be to make the customer inactive by:

 

  1. Going to the Sales tab and choosing Customers.
  2. Locate the customer name, and in the Action column, select Make inactive.
  3. Click Yes to confirm.

In the event you may need to make a customer active again, this link provided the steps to do so. Reach out to us if you have further questions. Have a great day!

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