Part of growing your business is constant improvement. At some point, that will mean changes to how you run things, including your recurring invoices. Keeping your invoices up to date ensures your billing stays accurate and reflects how you actually operate, without having to start from scratch.
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 you're happy with the changes, click Save in the top right corner.
You'll then be prompted to finalise 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.
- Personalisation Options: Within the invoice settings, you can tailor the content of these notification emails to align with your brand voice.
Customising Email Notifications
Access your Invoice Settings.
Head to customer notifications under the Notifications option.
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 update your recurring invoices as needed while keeping customers informed of any changes, giving you a more flexible approach to billing and a system that evolves alongside your business.