How to Edit a Recurring Invoice Template | Pay Hoa, Llc Help Center

How to Edit a Recurring Invoice Template

Edit amount, frequency, title, description, bank account, revenue category, and late fees for a recurring invoice template.

Written by Michael Bollinger

Updated over 2 years ago

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.