If you’re editing a recurring invoice that was created from a checkout, the changes won’t affect the original checkout.

  1. On the left-side menu, click Sales & Payments > Recurring Invoices.
  2. Find the recurring invoice you want to edit.

    Recurring invoices created from checkouts will show Checkout as their source.

  3. Click the dropdown arrow under Actions.
  4. Select Edit.
  5. On this page, you can edit the details of the invoice itself.
  6. Once you’ve made your updates, click Save and continue.
  7. On the next page, click Edit in the section you want to make changes to.

    Only manually created recurring invoices can accept bank payments.

  8. Make your changes, then click Save.