How to edit recurring invoice profiles?

Here are the step-by-step instructions on how to edit recurring invoices.

 

Go to Recurring Invoices tab.

Find the recurring invoice you want to edit  and click Edit.

Please note that if the recurring invoice has already started, you won't be able to change the start date directly. If you wish to modify the start date, we recommend changing the status to PAUSED and creating a new recurring profile with the desired start date.

 

All other information can be edited, including the frequency of invoice generation, the duration for which you want to continue sending the invoices, and the invoice items themselves.

 

For more detailed information on Recurring invoices, please refer to the video provided below.