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

Billing cadence and payment due dates

For Monthly, Quarterly, Semi-annually, and Annually, Mallow keeps the preferred billing day when that day exists in the target month. If the month is shorter, the next invoice uses the last day of that month, then returns to the preferred day when a later month includes it. For example, a schedule on the 31st moves from January 31 to February 28, then back to March 31.

Weekly advances by 7 days. Every 4 Weeks advances by 28 days and keeps the same weekday.

When you change the payment due date, that due date sets the preferred billing day and the next invoice date for the automation.

Pause a Recurring Invoice

Pausing temporarily stops automated invoices while keeping the automation intact. You can resume it later without recreating it.

1. Navigate to the Money page and select the Recurring Invoice tab.

2. Find the active recurring invoice and click the three dots (more options) icon.

3. Select Pause.

4. Confirm in the pause modal. The modal says "You can un-pause this recurring invoice at any time."

When paused, the automation status changes to Paused and shows a yellow badge. The next invoice date is displayed with strikethrough styling to show the upcoming cycle will be skipped. Open See Details to view the renewal date with (CURRENTLY PAUSED) next to it.

Resume a paused Recurring Invoice

Un-pausing returns the recurring invoice to Active and resumes automated invoicing on the next natural cycle. Only paused recurring invoices can be resumed. Active, cancelled, or inactive recurring invoices do not show the Un-pause option.

1. Navigate to the Money page and select the Recurring Invoice tab.

2. Find the paused recurring invoice and click the three dots (more options) icon.

3. Select Un-pause.

4. Confirm in the un-pause modal. The modal says "You can re-pause this recurring invoice at any time."

If the invoice date passed while the recurring invoice was paused, invoicing resumes on the next cycle using the automation’s preferred billing day. You will not be billed for missed cycles.

How to cancel a Recurring Invoice automation

To cancel an active recurring invoice automation, open the cancel option from the three-dot menu. A confirmation modal appears before the action is applied.

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. Find the recurring invoice you want to cancel and click the three dots (more options) icon.

4. Select Cancel.

5. A confirmation dialog appears with the title "Are you sure you want to cancel?" and the message "This is not reversible. Proceed with caution."

6. Click Go Back to keep the recurring invoice active, or Yes, Cancel to confirm.

Canceling permanently stops the automation. Archiving, by contrast, hides it from the default list without stopping it.

Canceling an individual recurring invoice

When you cancel a single generated recurring invoice from the Money page > Dashboard tab, the invoice itself is voided and the client cannot pay it. However, the underlying recurring automation stays active and future invoices will still be generated on schedule.

The cancel modal shows an informational warning for recurring invoices: cancelling this invoice will not cancel the recurring automation. To stop future invoices, go to the Recurring Invoice tab and cancel the automation itself.

For more details on what clients see when an invoice is canceled, see What happens to canceled invoices?.

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.