If you need to edit a recurring invoice, you can do so by following these steps:
On the mobile app:
Tap on the three dots in the top left corner
Select Invoicing
Tap on the invoice that you want to edit the recurrence for by finding the most recently sent invoice
Tap on the “Other Options” button at the bottom
In the pop up, tap on “Edit Recurrence”
If the most recent invoice has already been sent, you’ll see a pop up explaining that this will only be applied to future occurrences. Tap the “All Future Invoices button” to proceed.
A draft will open for this recurring invoice that you have set up
Make the necessary changes you want reflected moving forward and tap the “Save” button on the second page of the “Edit Invoice” page
When you get a pop up confirming your changes will be applied to all future invoices and your past invoices will not be impacted, confirm that you'd like to continue with these changes
On the web app:
Click on the Invoices page
Select the recurring invoice that you want to make edits to
Under Actions on the right side of the invoice, click on the drop-down arrow on the far right
Click "Edit Recurrence"
If the most recent invoice has already been sent, you’ll see a pop up explaining that this will only be applied to future occurrences. Click the “All Future Invoices” button to proceed.
This will open a draft of the recurring invoice you currently have set up
Make the changes that you want reflected moving forward
Click "Save"
When you get a pop up confirming your changes will be applied to all future invoices and your past invoices will not be impacted, confirm that you'd like to continue with these changes
The next recurrence that sends will reflect the changes you made. If you need to make additional changes, you can go back and edit the recurring invoice at any time.