Recurring invoices improvement ideas

[ehflower]

Hello, I hope everyone is having a great start to 2026!

1)  I was creating a monthly recurring invoice.  Unfortunately, I initially created it incorrectly.  I then ended the recurring invoice series, from the recurring series dashboard page, however, the individual monthly invoice was created.  It would be nice if when you canceled the recurring series from that part of the dashboard that it would cancel the invoice that corresponded with it also.  

2) I would like to archive/or delete (series which received no payment).  I have create test recurring series to make sure I understand how to correctly create a series for a client.  

3)   I would like to have the ability just like on an invoice for a attachments or custom fields.  

Thank you for your input.

[ehflower]

hello square peeps,  I didn't know if there was any movement on this.  Currently under recurring serries invoices the three dots to the right of the recurring invoice only is "view recurring invoice"

[nika]

Heyyyy @ehflower - Are you trying to cancel your recurring series from the POS or the Dashboard? Or both? Is it not showing the option to cancel the whole series on both POS and Dashboard?

[ehflower]

Hello @nika 

to be honest I have never tried creating a recurring invoice series off of my POS register, I find that my dash board with the big screen, mouse and keyboard is much easier for me.  but I will try that... so i have no idea if i can't cancel it from the POS register.

However, I cannot cancel it from my dashboard with the three dots (and i can't archive it either)  nor if I open it does it give me the option to cancel either.  thank you

ps just tried creating and ending a recurring series and just got this error message and it does not show up as ended

[ehflower]

however, I can cancel the individually made single invoice, that was created by the recurring series.  but it will not let me cancel the whole series.