Edit a recurring invoice

If you edit a recurring invoice that was created from a checkout, the changes will not affect the original checkout. If you edit an active recurring invoice, the changes will only affect the newly generated invoices. The changes cannot be retroactive.

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 in the detailed view.

3. To the right of the recurring invoice, click the dropdown arrow and select Edit.
4. Edit the details of the invoice itself.
5. Click Save and continue.

6. In the section you want to make changes to, click Edit. You can change the schedule, payment method and sending method.

   Only manually created recurring invoices can accept bank payments.

7. Make your changes, then click Save.