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Transitioning from Classic to the New Proposal Editor
Disabling continuous billing in the New Proposal Editor
Disabling continuous billing in the New Proposal Editor

If you wish to end a continuously billed service, press End Service after you click a specific service in a client's Services tab!

Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

In Classic Proposals, we have the concept of Continuous Recurring Billing.

This concept has since been integrated into Billing Rules in the New Proposal Editor.

You can nominate whether a service’s billing will end or whether it will continue indefinitely when you are building a proposal in the New Proposal Editor.

When a New Proposal is accepted with services that continue to be billed indefinitely, it creates services in the Services tab which in turn generates billing items in the Billing Schedule tab that continue to be billed with no end date.

In order to disable the continuous billing, we now have to end the service entirely.

How to end a service

Click on the specific service you wish to end from the Services tab and select End Service in the details drawer.

Confirm the action once you are ready.

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