A crucial part of growing your business is improving and growing. Inevitably this means that you’ll encounter changes in how you run things, including your recurring invoices. Modifying your invoices as needed ensures that your billing remains accurate and aligned with your current operations without restarting your invoice completely.
Editing the Recurring Invoice #
- Navigate to the Recurring Invoices area under the Invoices & Estimates tab of the Payments section.
- Click the three-dot icon next to the active or scheduled invoice you want to edit and select the View option.
- Change the frequency, dates, or products/services as needed.
- Once satisfied with the changes, click Save in the top right corner. This will prompt you to finalize and send the updated invoice.
What Can You Modify? #
When editing recurring invoices you can change the following details:
- Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices.
- Dates: Update start and end dates of scheduled invoices to accommodate changes in service periods or contractual agreements.
- Products or Services: Add, remove, or alter the products and services listed in active or scheduled recurring invoices to reflect changes in your offerings or client requirements.
- Automated Email Alerts: When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification to the user.
- Personalization Options: Within the invoice settings, you can tailor the content of these notification emails to align with your brand voice.
Customizing Email Notifications #
Access your Invoice Settings, head to customer notifications under the Notifications option, and edit the “Auto payment amount changed” notification to modify the subject line, message body, and other relevant details of the notification email.
And there you have it! Now you can change your recurring invoices as needed while ensuring customers are notified of the changes, providing a more flexible approach to billing and creating a system that changes along with your business.
Frequently Asked Questions #
How do I edit an active recurring invoice? #
Go to Recurring Invoices under Invoices & Estimates, click the three-dot icon next to the invoice, select View, make your changes, and click Save.
What details can I change on a recurring invoice? #
You can adjust the frequency, start and end dates, and the products or services listed, without restarting the invoice from scratch.
Do I need to recreate the invoice to make changes? #
No. You can edit the existing active or scheduled recurring invoice directly, keeping the billing aligned with your current operations.
Will customers be notified when I change an auto-payment amount? #
Yes. When auto-payment is enabled, editing the invoice triggers an automated email notification to the customer.
Can I customize the notification email customers receive? #
Yes. In Invoice Settings under customer notifications, you can edit the “Auto payment amount changed” notification’s subject and message to match your brand.
Where do I find the recurring invoice I want to edit? #
All recurring invoices are listed in the Recurring Invoices area under the Invoices & Estimates tab in the Payments section.
