Edit your recurring invoice to:

• Change the invoice details
• Change the frequency
• Change the email address

Any subsequent invoices only apply changes made to a recurring invoice.

Change the invoice details

1. Add or remove products or services.
2. Change product details such as prices or descriptions.
3. Update invoice details such as delivery address, due days, or terms and conditions.
4. Change the customer if you haven’t generated any invoices. If you’ve created an invoice, cancel the recurring invoice and set it up again.
5. If product or service details have changed and you don't know the new details, delete and reselect the product or service line to update.

Change the frequency

1. Change the day an invoice is created by updating the schedule. The next invoice date to avoid creating two invoices for the same period.
2. Changes to the frequency apply only to future dates.
   • Change the frequency from Thursday to Wednesday
   • If today is Thursday, the system creates the next invoice on Wednesday
3. If you change the frequency so that the next invoice is due today, the system creates an invoice immediately.
4. You can't change the starting date once you create invoices.

Cancel or delete a recurring invoice

1. Cancel a recurring invoice before it's completed, for example, if a customer cancels their order.
2. Pause the recurring invoice if you need to set it up again.
3. Change the ending date to stop the system from creating more invoices. The recurring invoice shows as Completed on the Recurring Invoices list, allowing you to copy it to a new one if required.
4. Delete the recurring invoice to prevent the system from creating any more invoices and remove it from the Recurring Invoices list.

Change the email message

1. Open the recurring invoice.
2. Select Edit message and make the required changes.

Change the email address

1. If sending invoices automatically and you want to send the invoice to a different email address, amend the contact record.
2. Send invoices to the main email address on the contact.
3. To change this email address:
   • From Contacts, select Customers
   • Select the contact from the list
   • From the Contacts and Addresses tab, edit the Main Contact details and update the email address

Recurring sales invoices

View recurring sales invoices