How to edit a recurring invoice
Learn how to edit a recurring invoice and change the frequency or next issue date with these simple steps:
Step 1: Click ‘Invoice’.
Select the 'Invoice' category from the left panel of your screen.
Step 2: Click ‘Recurring’.
Click the 'Recurring' button at the top of your invoice list to view all your recurring invoices.
Step 3: Click the ellipsis button.
Click the ellipsis button next to the invoice you want to edit the recurring schedule for.
Step 4: Select ‘Edit’.
Click ‘Edit’ to begin making changes to your recurring invoice.
Step 5: Edit the recurring schedule.
Edit the invoice repeat frequency and next issue date as needed in the right panel of the invoice.
Step 6: Send the invoice. (Optional)
You will be prompted to send the invoice. Enter your customer’s email address and click ‘Send’ to send the invoice. If you don’t want to send it, click ‘Close’.
Common FAQs on how to edit a recurring invoice
Q: What can I change in a recurring invoice?
A: You can update the frequency (e.g., weekly, monthly) and the next issue date for when the next invoice will be automatically sent.
Q: Will my customer get notified when I edit the recurring invoice?
A: Only if you choose to send the invoice after making your changes.
Q: Can I stop or pause a recurring invoice instead of editing it?
A: Yes, you can stop the recurring invoice by turning it off.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.