You'll need to modify the invoice to cancel the autopay setup, then enable it again to apply the credit, Annette.
If you have a recurring invoice template set up, you can edit it to apply the credit. However, if you don't have one, you can generate a new one. Please note that updating recurring templates with autopay will result in the cancellation of autopay if you change any of these fields:
- Total amount
- Frequency
- Terms
- Payment options
- Email address
- Customer name
Once the recurring invoice is updated, the autopay setup will be cancelled. Since the autopay setup is no longer active, you can re-enable it with the updated credit applied.
Feel free to drop a comment below if you have further questions or clarifications, and our Community Forum is here to help.
