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

  1. Click on the drop-down arrow on the far right for the most recent recurrence that was sent

  2. Select "Edit Recurrence"

  3. 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 button to proceed.

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

  5. Make the changes that you want reflected moving forward

  6. Click "Save"

  7. 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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