How do I edit a recurring invoice to my customers?

To edit a recurring invoice, we can do it directly in the Recurring Transactions option, 4boy. Let me assist you further.

Here's how:

1. Go to the Gear icon, then select Recurring Transactions.
2. Locate the recurring invoice template for your customer.
3. Click Edit under the Action column.
   
   
4. Make the necessary changes, and when finished, select Save Template.

For more detailed information on how to modify a recurring transaction template, please refer to this article: Edit a recurring template.

I’ll ensure this conversation remains open for any future updates and discussions.

Hi there, 4boy.

Just checking in to see if the solution we shared worked for you.

Please let us know if everything is now working as expected, or if you are still having trouble?

We’ll be glad to assist further if needed.