Payments2Us ManualsPayments2Us - Frequently Asked QuestionsRecurring Payments - FAQHow do I disable Payment Schedules from Sending an Invoice?

How do I disable Payment Schedules from Sending an Invoice?

These invoices are sent by Workflow.  You/your system administrator can disable this by:

  • Click on Setup cog (top right), then select "Setup"
  • Quick Find/search "Workflow Rules" and click into the "Workflow Rule" menu item
  • Locate Workflow rule "Send Payment Schedule Invoice" that is against the "Payment Txn" object and press the "Disable" link to de-activate.