Update a Recurring Invoice

You can modify the details of an active recurring invoice at any time without needing to cancel it and start over.

How to edit an ongoing Recurring Invoice automation

To make changes to an ongoing automation, follow these steps:

1. Navigate to the Money page on the left-hand navigation bar. On mobile, tap the Pages pill in the bottom footer and select Money.

2. Select the Recurring Invoice tab.

3. Locate the specific Recurring Invoice automation you wish to update and click the three dots (more options) icon.

4. Select "See Details."

5. Click the Edit icon (pencil) in the top right corner of the pop-up window.

6. Adjust the necessary fields (such as price, cadence, or line items) and click Save before exiting.

Which Recurring Invoice details can you update/change?

You can change the following details:

• Pricing

• Line item names and descriptions

• Discounts

• Proration

• Payment due dates

• Billing cycle cadence

• Notes

• Sales tax

• Your company branding

Archive or unarchive a Recurring Invoice

Archiving hides a recurring invoice from the default list without cancelling it. You can unarchive it later to bring it back.

1. Navigate to the Money page and select the Recurring Invoice tab. On mobile, use the Pages drawer in the bottom footer to reach Money.

2. Switch to the archived view to see archived recurring invoices (toggle the menu from the top right corner).

3. Click the three dots next to the invoice and select Unarchive to restore it to the default list.

4. To archive a recurring invoice in the default list, click the three dots and select Archive.