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How to Edit Recurring Invoices

TABLE OF CONTENTS What’s New? Enhanced Editing Capabilities for Recurring Invoices How to Use the New Features Why We Built It What’s New? Enhanced…

1 min read283 words8 explained imagesUpdated Tue, 3 Jun, 2025 at 4:04 PM
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On this page
  1. What’s New?
  2. Enhanced Editing Capabilities for Recurring Invoices
  3. Modify Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices to better match your clients’ payment schedules or project timelines.
  4. How to Use the New Features
  5. Why We Built It

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TABLE OF CONTENTS

What’s New?

Enhanced Editing Capabilities for Recurring Invoices

  • Modify Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices to better match your clients’ payment schedules or project timelines.

  • Change Dates: Update the start and end dates of scheduled invoices to accommodate changes in service periods or contractual agreements.
  • Update Products/Services: Add, remove, or alter the products and services listed in active or scheduled recurring invoices to reflect any changes in your offerings or client requirements.
  • Automated Email Alerts: When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification to the user.
  • Personalization Options: Tailor the content of these notification emails within the invoice settings to align with your brand voice.

How to Use the New Features

  • Access Recurring Invoices: Navigate to the Invoicing section in your GHL Customer Care dashboard and select Recurring Invoices.
How to Use the New Features (image 1 of 8) What this shows Access Recurring Invoices: Navigate to the Invoicing section in your GHL Customer Care dashboard and select Recurring Invoices. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: Access Recurring Invoices: Navigate to the Invoicing section in your GHL Customer Care dashboard and select Recurring Invoices. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. Image 1 of 8 What to chooseAccess Recurring Invoices: Navigate to the Invoicing section in your GHL Customer Care dashboard and select Recurring Invoices.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepView the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
  • View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify.
How to Use the New Features (image 2 of 8) What this shows View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Make Adjustments: Change the frequency, dates, or products/services as needed. Image 2 of 8 What to chooseView the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepMake Adjustments: Change the frequency, dates, or products/services as needed.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
How to Use the New Features (image 3 of 8) What this shows View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Make Adjustments: Change the frequency, dates, or products/services as needed. Image 3 of 8 What to chooseView the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepMake Adjustments: Change the frequency, dates, or products/services as needed.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
  • Make Adjustments: Change the frequency, dates, or products/services as needed.
How to Use the New Features (image 4 of 8) What this shows Make Adjustments: Change the frequency, dates, or products/services as needed. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: Make Adjustments: Change the frequency, dates, or products/services as needed. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Save Changes: After making the necessary adjustments, save the invoice to apply the updates. Image 4 of 8 What this coversMake Adjustments: Change the frequency, dates, or products/services as needed.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepSave Changes: After making the necessary adjustments, save the invoice to apply the updates.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
How to Use the New Features (image 5 of 8) What this shows Make Adjustments: Change the frequency, dates, or products/services as needed. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: Make Adjustments: Change the frequency, dates, or products/services as needed. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Save Changes: After making the necessary adjustments, save the invoice to apply the updates. Image 5 of 8 What this coversMake Adjustments: Change the frequency, dates, or products/services as needed.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepSave Changes: After making the necessary adjustments, save the invoice to apply the updates.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
  • Save Changes: After making the necessary adjustments, save the invoice to apply the updates.
How to Use the New Features (image 6 of 8) What this shows Save Changes: After making the necessary adjustments, save the invoice to apply the updates. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: Save Changes: After making the necessary adjustments, save the invoice to apply the updates. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email. Image 6 of 8 How to confirmSave Changes: After making the necessary adjustments, save the invoice to apply the updates.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepCustomizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
  • Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email.
How to Use the New Features (image 7 of 8) What this shows Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Flexibility in Billing: Businesses often encounter changes in service agreements, project scopes, or client needs. Allowing easy modifications to recurring invoices ensures that your billing remains accurate and aligned with your current…. Image 7 of 8 What this coversCustomizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepFlexibility in Billing: Businesses often encounter changes in service agreements, project scopes, or client needs. Allowing easy modifications to recurring invoices ensures that your billing remains accurate and aligned with your current operations without the hassle of creating new invoices from scratch.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It
How to Use the New Features (image 8 of 8) What this shows Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. What this shows Illustrates the "How to Use the New Features" section of "How to Edit Recurring Invoices". This screenshot appears in the "How to Use the New Features" section of "How to Edit Recurring Invoices". The text alongside this image reads: Customizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Flexibility in Billing: Businesses often encounter changes in service agreements, project scopes, or client needs. Allowing easy modifications to recurring invoices ensures that your billing remains accurate and aligned with your current…. Image 8 of 8 What this coversCustomizing Email Notifications: Go to Invoice Settings and visit customer notifications. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details of the notification email.
Fields in this part of the guide Enhanced Editing Capabilities for Recurring InvoicesHow to Use the New FeaturesWhy We Built It
Buttons and menus referenced TABLE OF CONTENTSHow to Use the New FeaturesWhy We Built It
Next stepFlexibility in Billing: Businesses often encounter changes in service agreements, project scopes, or client needs. Allowing easy modifications to recurring invoices ensures that your billing remains accurate and aligned with your current operations without the hassle of creating new invoices from scratch.
All 3 steps in this procedure
  1. What’s New?
  2. How to Use the New Features
  3. Why We Built It

Why We Built It

  • Flexibility in Billing: Businesses often encounter changes in service agreements, project scopes, or client needs. Allowing easy modifications to recurring invoices ensures that your billing remains accurate and aligned with your current operations without the hassle of creating new invoices from scratch.

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