Skip to the article

Manage and Stop

Stopping, expiring and deleting behave exactly as they do everywhere else in Finance, with one difference that matters more here: a generated bill is a document of its own that outlives the profile.

Stopping, expiring and deleting behave exactly as they do everywhere else in Finance, with one difference that matters more here: a generated bill is a real document of its own, so stopping the profile does not touch what it already produced.

An open recurring bill profile, Wearmouth standing order, showing its vendor, amount, schedule, next bill date and the count of bills it has generated.
Stopping a profile ends future generation only. Everything already raised stays where it is.

Stopping a profile

A profile is Active, Stopped or Expired. There is no pause, and nothing resumes on its own.

ActionWhat happensReversible
StopGeneration ends. Profile and history stay.Yes. Make it active again.
ExpireReached its end date. Stops on its own.Yes, extend or clear the end date.
DeleteRemoves the profile. Generated bills untouched.No.

The review worth doing

Filter the profile list to active with no end date, once a year, and compare it with your actual contracts. Recurring bills are less easy to forget than recurring expenses because somebody has to pay them, but a profile still generating against a supplier you left is a bill somebody will eventually pay.

  • Check the last generated date. A gap is a missed cycle, and nothing backfills.
  • Check for long runs of drafts. A draft-mode profile nobody approves records no cost at all.
  • Stop rather than delete when a service is suspended, so history stays intact.

Was this document helpful?