How to edit a recurring invoice

Learn how to edit a recurring invoice and change the frequency and/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 on the far right of the invoice you want to edit the recurring schedule for.

Step 4: Select ‘Edit’.

Choose ‘Edit’.

Alternatively, you can click the ellipsis button on the far right of the invoice in your list, without filtering all recurring invoices, and then select 'Edit'.

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: Click ‘Update’.

Click ‘Update’ to save the changes.

Step 7: (Optional) Send the invoice.

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, just click ‘Close’ when prompted.

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.