Purging recurring invoices

Wolfe Gleitsman's Avatar

Wolfe Gleitsman

05 Oct, 2018 07:16 AM

Hi- first, I wanted to say how much I love and depend on Cashboard. It's been a huge help over the last few years.

I did, however, run into a weird bug this week. I had a client receiving a yearly invoice through the recurring invoice scheduler. They no longer needed that yearly service, so I deleted their recurring invoice a few months ago. However, the due date rolled around again, and they apparently got an email asking them to pay their old rate again. When they logged in to look at the invoice, they were told the invoice couldn't be found. The client replied to that email, but I never received an email about their comment- they wrote to me directly finally, which is how I found out any of this was happening.

I did a search for the invoice number mentioned in the email, and found that it is assigned to a different client's scheduled invoice. I'm now wondering if that invoice was successfully emailed to that client, or if the 'ghost' version of invoice 00297 was only sent to the first client. I can check on that on my end directly, but I would like to somehow confirm that my first client won't keep getting automatic reminder emails about the overdue bill they shouldn't have received in the first place. Is there a section in the interface where I can get a detailed log of these emails? If so, can I somehow confirm that the first scheduled invoice is really purged from the system so this won't happen again next year?

Thanks for your help!

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