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C
Clare Foulkes
April 21, 2019
Solved

invoice recurring

  • April 21, 2019
  • 2 replies
  • 25 views

Can anyone tell me is it possible to edit recurring invoices in batches? I have over 100 invoices set up to reoccur monthly and I want to edit all of them to include the paypal payments option and to make them generate 7 days in advance. Can I edit them all at the same time and if so how? Really appreciate your help!

Best answer by ShiellaGraceA

Hi Clare Foulkes,

 

Editing recurring invoices in batch is unavailable. You'll have to edit them manually.

 

I'll forward this idea to our engineers to have this option added in the future.

 

You might want to check out this helpful article for your reference: How to edit a recurring template.

 

Feel free to post anytime in the Community. We're always here for you.

2 replies

S
ShiellaGraceAAnswer
Level 9
April 22, 2019

Hi Clare Foulkes,

 

Editing recurring invoices in batch is unavailable. You'll have to edit them manually.

 

I'll forward this idea to our engineers to have this option added in the future.

 

You might want to check out this helpful article for your reference: How to edit a recurring template.

 

Feel free to post anytime in the Community. We're always here for you.

    C
    Clare FoulkesAuthor
    December 7, 2023

    Still waiting 4 years later for batch editing of recurring invoices.

    T
    tboyle
    December 6, 2023

    Hi has this been solved yet?

    Adrian_A
    Adrian_A
    Level 8
    December 7, 2023

    Hi, accounts.

     

    Having the option to edit recurring transactions by batch would be a great advantage for easy navigation. As of now, this option isn't available. 

     

    With that, I suggest sharing this product suggestion with our developers. Here's how to send your proposal:

     

    1. Click the Gear icon.
    2. Under PROFILE, select Feedback.
    3. Type in a few words as a description of your suggestion.
    4. Click Next.

     

    As of now, you'll have to modify the transaction manually. Here's how:

     

    1. From the Gear icon, select Recurring transactions.
    2. Locate the invoice, then click Edit.
    3. Make your changes.
    4. Click Save template.

     

    Furthermore, I've added this article as your guide about creating recurring transactions: Create recurring transactions.

     

    I'm always around if you have concerns about tracking transactions.

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