How to edit a recurring invoice

Recurring invoice templates store the client, billing lines, and automation rules used for each scheduled run. See how to create a recurring invoice and how to manage recurring invoices.

Open the template

1. Select Sales → Recurring.
2. Open the recurring invoice you want to change.

Update schedule and lines

1. Adjust name, frequency, start date, and day-of-month settings.
2. Update client details or line items as needed.
3. Review auto-issue and auto-send options before saving.

Save changes

1. Select Save to store the updated template.
2. Review generated invoices in the history section when troubleshooting past runs.