Forum Message

Recurring Payments Adjustment Query

Hi,
Set up some recurring payments. However the amount has changed to a different amount. How do you edit the recurring payments so that the new amount is automatically set up going forward? Also how to end recurring payments once they no longer arise?

Thanks
Nicholas


Posted by Nicholas Mihailovits on Aug 8, 2019 5:33 PM BST

Hi Nicholas,

Solar Accounts always uses the previous recurring payment as the 'template'
for the next one. If you want to change the amount the simplest solution
is to let Solar Accounts create the payment with the wrong amount, then
edit the transaction to show the new amount. Going forward Solar Accounts
will use this new amount.

To cancel a recurring transaction edit it and click More Options >
Repeating Schedule, then remove the tick next to 'This is a recurring
transaction'.


Posted by Solar Accounts Customer Support on Aug 12, 2019 9:17 AM BST