Editing for Recurring Invoices
While running your business there will be times when your billing process needs to change. With the new editing tool for recurring invoices, you can modify your invoices instead of starting from scratch which helps you maintain billing accuracy while keeping things streamlined and consistent.
⭐️Why Is This Feature Beneficial To Your Company?
Improved Efficiency: Save resources by easily changing details instead of starting from scratch when a recurring invoice needs to be updated.
Enhanced Accuracy: This helps you minimize errors that may occur when creating a new invoice, by letting you keep the base of the invoice intact and only changing what you need.
Increased Flexibility: The easy modification allows for extra flexibility in your billing that makes your invoices follow the current needs of your business and extends their usable life.
⭐️How To Editing Recurring Invoices:
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 then click Save in the top right corner.
This will prompt you to finalize and send the updated invoice.
This tool allows you to change recurring invoices as needed while ensuring customers are notified of the changes without running the risk of losing their information when updating.
