If you need to edit a recurring invoice, you can do so by following these steps:

On the mobile app:

  1. Tap on the three dots in the top left corner

  2. Select Invoicing

  3. Tap on the invoice that you want to edit the recurrence for by finding the most recently sent invoice

  4. Tap on the “Other Options” button at the bottom

  5. In the pop up, tap on “Edit Recurrence”

  6. 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.

  7. A draft will open for this recurring invoice that you have set up

  8. Make the necessary changes you want reflected moving forward and tap the “Save” button on the second page of the “Edit Invoice” page

  9. 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:

  1. Click on the Invoices page

  2. Select the recurring invoice that you want to make edits to

  3. Under Actions on the right side of the invoice, click on the drop-down arrow on the far right

  4. Click "Edit Recurrence"

  5. 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.

  6. This will open a draft of the recurring invoice you currently have set up

  7. Make the changes that you want reflected moving forward

  8. 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.

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