# 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… - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-edit-recurring-invoices - Section: Payments / Invoices & Estimates - Reading time: 1 min - Images: 8, each explained below - Modified on Tue, 3 Jun, 2025 at 4:04 PM --- **TABLE OF CONTENTS** - [What’s New?](#whats-new) - [Enhanced Editing Capabilities for Recurring Invoices](#enhanced-editing-capabilities-for-recurring-invoices) - [How to Use the New Features](#how-to-use-the-new-features) - [Why We Built It](#why-we-built-it) [](#why-we-built-it) ## **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. ![Screenshot 2024-12-11 at 21](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430829/original/kWgmDF9xxIivX_DxGicJXyqwYygMkiusoQ.jpeg) **How to Use the New Features (image 1 of 8)** 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. - What to choose: Access Recurring Invoices: Navigate to the Invoicing section in your GHL Customer Care dashboard and select Recurring Invoices. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. Full 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. ![Screenshot 2024-12-11 at 21](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430831/original/MOaI2YNPd26w1ylyrHyKltDKcO4qtJXCeg.jpeg) **How to Use the New Features (image 2 of 8)** 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. - What to choose: View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: Make Adjustments: Change the frequency, dates, or products/services as needed. Full procedure: 1. What’s New? 2. How to Use the New Features 3. Why We Built It ![Screenshot 2024-12-11 at 21](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430834/original/oFeruYaQHZz61niISWniDzaeuMMXHl34GA.jpeg) **How to Use the New Features (image 3 of 8)** 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. - What to choose: View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: Make Adjustments: Change the frequency, dates, or products/services as needed. Full 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. ![Screenshot 2024-12-11 at 21](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430827/original/qp0Xu3IfwZj6sFhzth1L3I50lMsWojHAlw.jpeg) **How to Use the New Features (image 4 of 8)** 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. - What this covers: Make Adjustments: Change the frequency, dates, or products/services as needed. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: Save Changes: After making the necessary adjustments, save the invoice to apply the updates. Full procedure: 1. What’s New? 2. How to Use the New Features 3. Why We Built It ![Screenshot 2024-12-11 at 22](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430830/original/nSAvzm4md-7wyv89rZK4_U6HAYu8SCx7gw.jpeg) **How to Use the New Features (image 5 of 8)** 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. - What this covers: Make Adjustments: Change the frequency, dates, or products/services as needed. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: Save Changes: After making the necessary adjustments, save the invoice to apply the updates. Full 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. ![Screenshot 2024-12-11 at 22](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430832/original/Tu0lAbSYgUSmHBhpCfbT7nJb3VfzBZxyeg.jpeg) **How to Use the New Features (image 6 of 8)** 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. - How to confirm: Save Changes: After making the necessary adjustments, save the invoice to apply the updates. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: 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. Full 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. ![Screenshot 2024-12-11 at 22](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430833/original/o75rgDL5JUAxCdcBQsxZxnTbtA_P7t_7eQ.jpeg) **How to Use the New Features (image 7 of 8)** 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…. - What this covers: 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. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: 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. Full procedure: 1. What’s New? 2. How to Use the New Features 3. Why We Built It ![Screenshot 2024-12-11 at 22](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155038430825/original/ccvogSUubxC9vWuZkfMH-LLKScJ9xgmYuw.jpeg) **How to Use the New Features (image 8 of 8)** 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…. - What this covers: 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. - Fields: Enhanced Editing Capabilities for Recurring Invoices, How to Use the New Features, Why We Built It - Controls: TABLE OF CONTENTS, How to Use the New Features, Why We Built It - Next: 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. Full 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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com