Quickly adjust frequency, terms, or schedules for ongoing client billing.
Recurring invoices let you automate billing for clients you charge on a regular basis. When details such as frequency, payment terms, or start/end dates change, you can update an existing recurring invoice instead of creating a new one.
Step 1: From the left menu, navigate to Income → Recurring Invoices.
Step 2: Find the recurring invoice you want to modify in the table.
In the Actions column for that invoice, click the Edit button.
Step 3: In the Edit Recurring Invoice window, adjust the details as needed:
Repeat Every—Change the billing frequency (weekly, monthly, or yearly).
Payment Term—Update the payment term (e.g., NET 10).
Day of the Week – Choose the specific day the invoice is sent.
Start Date and End Date – Adjust when the recurring invoice begins and ends, or select Never End.
Enable Recurring Invoice—Toggle on/off to activate or pause the schedule.
Step 4: After editing the necessary fields, click Save changes to update the recurring invoice.
Important Notes
Editing a recurring invoice only impacts future invoices—past invoices remain unchanged.
If you disable a recurring invoice, no new invoices will be generated until it is re-enabled.
Tips
Use Never End only for clients with ongoing services to avoid indefinite commitments by mistake.
If contract terms change significantly, consider creating a new recurring invoice instead of editing the old one for a clean record.
Review payment terms regularly to ensure they match client agreements.
✅ Success! Your recurring invoice has been updated, and future billing will follow the new schedule.