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Edit Recurring Invoice Date

LindseyLindsey Posts: 1

As a new client, we recently added all of our recurring invoices into your platform. Initially, we thought it would work like Freshbooks, where they "draft" the invoice and it doesn't get sent out until we choose to send it out. We draft all of our fees by bank ach and prefer to just send statements after they've drafted rather than an invoice and then a paid statement. We would now like to change the recurring dates on all of our invoices from the 25th to the 1st. Please help.

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New Idea · Last Updated


  • jeffrey.mcnealjeffrey.mcneal Posts: 205 admin

    @Lindsey I have submitted your suggestion to the assigned product manager. Our system does not allow adjusting the recurring dates, so you may have to delete this particular series and recreate it. I am checking on options with our team now.

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