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Recurring Transactions

Complete a Recurring Transaction

Mark a recurring transaction as complete.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
When you no longer need to pay a recurring transaction or invoice to a vendor, mark it as completed.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
  2. On either the General Ledger or Invoice tab, click the more options ellipsis and select Mark as completed.
  3. To confirm, click Continue.
The recurring transaction or invoice is marked as completed and will not recur again.
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Last updated: February 6, 2025