Updating an automation
You can modify the details of an active automated invoice (scheduled invoice) at any time without needing to cancel it and start over.
How to edit an ongoing automation
To make changes to an ongoing automation, follow these steps:
Navigate to the Money tab on the left-hand navigation bar.
Select the Automations panel.
Locate the specific automation you wish to update and click the three dots (more options) icon.
Select "See Details."
Click the Edit icon (pencil) in the top right corner of the pop-up window.
Adjust the necessary fields (such as price, cadence, or line items) and click Save before exiting.
Which automation 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
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