Forum Discussion

Rachel84's avatar
Rachel84
Member
24 days ago

How to delete a recurring sales/purchase

How do you delete a recurring sale/purchase please. I have tried before but couldn't find any instructions. Thank you in advance

2 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    24 days ago

    Hi Rachel84,

     

    To delete a recurring sale or purchase, here's the quick way to do it: Head up to Lists > Recurring Transactions, then select the recurring transaction you want to remove, and hit Delete. Easy as that once you know where it's hiding. I've also popped a handy guide here that walks through it step-by-step: Deleting a recurring transaction.

     

    Regards,

    Sai

  • ryanvcs's avatar
    ryanvcs
    Member
    16 days ago

    ***UPDATED
    Thank you this is the correct way to do it, the problem I had was that I could not see the recurring Sales in my list of recurring Transactions. They had been created but the list had not refreshed to include them. When I tried again later, or after clicking the refresh icon in the top right, the did appear there. By default I think it lists the recurring Transactions in alphabetical order based on what you have named the transaction

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    This is not really helpful as this only takes you to a list of recurring transactions, not a list of recurring sales like the question asked. I am having the same problem. I can create a recurring sales, but i cannot see a way of deleting them