Modify Frequency: Change the billing cycle (for example, weekly, monthly or annually) of an existing recurring invoice. This helps it match your clients' payment schedules or project timelines.
Change Dates: Update the start and end dates of scheduled invoices when service periods or agreements change.
Update Products/Services: Add, remove or change the products and services on active or scheduled recurring invoices. This keeps them in line with your offerings or your client's needs.
Automated Email Alerts: If auto-payment is turned on for a recurring invoice you edit, an email notification is sent automatically.
Personalisation Options: Customise the content of these notification emails in your invoice settings to match your brand voice.
How to edit a recurring invoice
Access Recurring Invoices: Go to the Invoicing section in your ZipLeads account and select Recurring Invoices.
View the Invoice to Edit: Choose the active or scheduled recurring invoice you want to change.
Make Adjustments: Change the frequency, dates or products/services as needed.
Save Changes: When you're done, save the invoice to apply your updates.
Customising Email Notifications: Go to Invoice Settings and open customer notifications. Edit the Auto payment amount changed notification to change the subject line, message body and other details of the email.
