How to Edit Recurring Invoices

1. Enhanced Editing Capabilities for Recurring Invoices

• - Modify Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices.
• - Change Dates: Update the start and end dates of scheduled invoices.
• - Update Products/Services: Add, remove, or alter the products and services listed in active or scheduled recurring invoices.
• - Automated Email Alerts: When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification.
• - Personalization Options: Tailor the content of these notification emails within the invoice settings.

2. How to Use the New Features

• 1. Access Recurring Invoices: Navigate to the Invoicing section and select Recurring Invoices.
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• 2. View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify.
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• 3. Make Adjustments: Change the frequency, dates, or products/services as needed.
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• 4. Save Changes: After making the necessary adjustments, save the invoice to apply the updates.
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• 5. Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line and message body.
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• Tags: recurring invoices, edit invoice, billing cycle, auto payment, invoice settings