Edit a recurring invoice
Edit an active or scheduled recurring invoice from the Recurring Invoices area to change its billing frequency, start and end dates, or the products and services on it, then save your changes.
Open a recurring invoice
Recurring invoices are edited from the Recurring Invoices list in the invoicing area.
Navigate to the invoicing area and select Recurring Invoices.
Select the active or scheduled recurring invoice you want to edit.
Change frequency, dates, or line items
You can change the billing frequency — including weekly, monthly, or annually — the start and end dates, and the products and services on the invoice.
Update the billing frequency.
Update the start and end dates.
Add, remove, or modify products and services on the invoice.
Save your changes
Click Save Changes after editing.
Auto-payment notification
If auto-payment is enabled on a recurring invoice you edit, an email notification is automatically sent to the customer. Customize this email by opening Invoice Settings, going to Customer Notifications, and editing Auto payment amount changed to modify the subject line, message body, and other notification details.
Auto-payment itself is set up separately. See Enable auto payments on recurring invoices to turn it on, and Create and manage recurring invoices to build a new recurring invoice from scratch.