- After Pause or Cancel, the schedule immediately moves to the matching section of the schedule list.
- After Resume, the next invoice date shows again on the Schedule tab.
- After Duplicate, you land in the new draft, which you activate separately.
Pause, resume, edit, or stop a schedule
Every stage of a recurring invoice schedule has its own actions. Here's how to pause, resume, edit, cancel, or delete a schedule — without touching your existing invoices.
Where to find the actions
Open your schedules via the clock icon in the invoice list and tap a schedule. The main action for the current status sits at the bottom; ⋯ at the top right opens the full action menu. Pausing, resuming, cancelling, and deleting always ask for confirmation first.
Which actions you see depends on the status:
- Draft — Duplicate, Edit, Activate, Delete.
- Active — Duplicate, Edit, Pause, Cancel, Delete.
- Paused — Duplicate, Edit, Resume, Cancel, Delete.
- Cancelled or Completed — Duplicate and Delete.
What each action does
Pause. The schedule stops temporarily: while paused, no invoices are created or sent. Dates that pass during the pause are skipped when you resume, not caught up.
Resume. The schedule runs again and picks up the next planned date.
Edit. You open the schedule in the same screen used to create it and adjust lines, amounts, rhythm, or the email message. Changes apply to invoices created from that point on; invoices that already exist don’t change. A schedule’s customer can’t be changed.
Cancel. A permanent stop: no future invoices will be created. The schedule stays visible in the list for reference, but it can not be reactivated.
Delete. The schedule disappears from your list permanently. Invoices it already created stay in your records; they’re just no longer linked to a schedule.
Duplicate. You get a fresh draft schedule with the same customer, lines, and settings, counting from today. Handy for restarting a cancelled or completed schedule, or as the starting point for a variant.
What happens next
Common problems
Activating a draft doesn't work
An end date in the past blocks activation. Edit the schedule and adjust the end date (or clear it).
You're missing an invoice from during a pause
That’s the intended behavior: skipped dates aren’t caught up. Create that invoice manually as a one-off if you need it.
You can't reactivate a cancelled schedule
Cancelling is final. Use Duplicate for a fresh copy that you activate again.
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