Delete invoice schedules

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Two ways are available for deleting a recurring invoice schedule:

Note: You cannot delete individual recurring invoices, only inactivate them.

Delete individual schedules

The schedule you select to delete in this way must be active and must not include a recurring invoice with status B (Included in open batch) or C (Complete).

  1. Select the Work with A/P recurring invoices menu item.
  2. On the Schedules panel, select the applicable schedule and click Delete.
  3. You access the Schedule deletion panel. Click OK to confirm.
  4. Conclusion
    The system physically removes the selected schedule, the schedule contra accounting, all associated recurring invoices and invoice contra accounting from the database.

Delete multiple obsolete schedules

Run the reorganization routine to delete all complete (status C) and/or inactive (status I) recurring invoice schedules. The schedule, the schedule contra accounting, all associated recurring invoices and invoice contra accounting, which have been inactivated or are complete, will be physically removed from the database.

  1. Select the Reorganize A/P recurring invoices menu item.
  2. You access A/P recurring invoice reorganization. In the Selections section, you can indicate if you want to delete schedules or only print the schedule information, or both. The following fields are available:
  3. Complete
    Indicate if you want to delete all complete (status C) schedules from the database.
    Inactive
    Indicate if you want to delete all inactive (status I) schedules from the database.
    Print
    Indicate if you want to print the information for the selection you have made.
    Delete
    Indicate if you want to delete the information for the selection you have made.

    Specify the print parameters and click OK.

    Conclusion
    The system has now physically removed the selected schedules, the schedule contra accounting, all associated recurring invoices and invoice contra accounting from the database. Exit the routine.

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