We need the ability to use automation to stop a recurring invoice.

Right now we can send recurring invoice with automation, but cannot stop one.

I use forms to trigger automations. It is much MUCH easier for end users.

One such form is add an end of service date as a custom field for a contact. When that date is updated (via the form) or that day arrives, I should be able to trigger an action to stop recurring invoice.

Preferred Scenario:

Client: I'm closing my business so I won't need your services anymore.

Me: Sorry to hear that. I'll cancel your recurring invoice.

Actions:

Click form from menu.

Select End of Service date.

Click submit.

Done (Automation does the rest).

Current Scenario

Client: I'm closing my business so I won't need your services anymore.

Me: Sorry to hear that. I'll cancel your recurring invoice.

Actions:

Click Payment.

Click Invoices and Estimates.

Click Recurring Invoice.

Find client invoice line.

Click three dots.

Click End.