Step 1: Go to "Invoices" in the left navigation.
Step 2: Select "Recurring Templates" in the invoices table.
Step 3: Click the three dots next to the template you want to update and click "edit."
Step 4: Update the desired fields and click save.
Note: You can add and remove units from a template in this modal by scrolling down.
Pausing vs. Deleting a Recurring Template
What does "Pause Schedule" do?
When you pause a recurring template, it stops the schedule from generating new invoices going forward. It does not delete the template or any existing invoices already generated. You can unpause the template later to resume billing on the same schedule.
Use pause when you want to temporarily stop billing but expect to resume on the same template later.
When to delete and recreate instead
If a recurring template is generating incorrect late fees, or is otherwise misbehaving, the recommended fix is to delete the template and create a new one without the problematic settings. Pausing a broken template does not fix the underlying issue — new invoices generated when you unpause may still carry the same errors.
Late Fees on Recurring Templates
Late fees appeared unexpectedly on a new billing cycle
This can happen if late fees were voided on existing invoices but the underlying template still has late fees configured. Any new invoices generated by the template (including future billing cycles that were paused during the void process) will still include late fees.
To prevent this, edit the recurring template and remove the late fee, or delete the template and create a new one starting from the next billing date without the late fee.
What happens when you delete a late fee invoice that has already been paid?
If you delete or void a late fee invoice that was already paid, the payment is removed from that invoice and automatically applied as a credit on the unit's account. That credit will be applied to the unit's next outstanding invoice.