How to Edit an Active Recurring Invoice
Summary:
A customer wanted to add more products to their Recurring Invoice? Did your prices change? Did you update your T&C? With this guide you'll learn how to make the neccessary changes to keep using the original Recuring Invoice with new information in it.
A crucial part of growing your business is improving and growing. Inevitably this means that you'll encounter changes in how you run things, including your recurring invoices. Modifying your invoices as needed ensures that your billing remains accurate and aligned with your current operations without restarting your invoice completely.
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 satisfied with the changes click Save in the top right corner.
This will prompt you to finalize 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.
- Personalization Options: Within the invoice settings, you can tailor the content of these notification emails to align with your brand voice.
Customizing 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 change your recurring invoices as needed while ensuring customers are notified of the changes, providing a more flexible approach to billing and creating a system that changes along your business.