Modify Recurring Invoices
S
Steve Kostrey
We need the ability to modify the recurring invoice. QuickBooks allows you to do this.
Why this is good?
A customer may start paying you $1000/month and wants to increase that next month to $1200. Currently you need to end the current Recurring Invoice and create a new one. This can take a considerable amount of time, you can pick the wrong customer by mistake, you can change the renewal date by mistake or you can add the wrong products to the invoice.
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S
Sales & Marketing
Merged in a post:
Edit date of recurring invoice
M
Mark Hoffman
Currently, you cannot edit the date of a recurring invoice without breaking things.
For example, if you want to edit the date of a recurring invoice from the 5th of the month and update it to the 10th of the month, GHL makes you reset the start date to a date in the future.
This makes no sense because the start date is not changing, simply the recurring invoice date. Plus if your recurring invoice is set to expire after X payments, resetting the start date resets the counter on the payments remaining and breaks it.
Please fix this so we can adjust recurring date of recurring invoices without breaking things.
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S
Sales & Marketing
Merged in a post:
Payments - Invoice - Edit Active Recurring Templates
S
Santiago Tamayo
Deleting and Editing new Invoice Recurring templates takes some time that would be totally avoided if the option of editing the invoice name were available in the platform. Once the template is active, you can only edit the dates or frequency, then I would suggest to add the feature of editing the invoice name at any time.
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