How to Edit Recurring Invoices

What’s New?

Enhanced Editing Capabilities for Recurring Invoices

Stack now offers improved features for managing your recurring invoices, making it easier to adapt to your clients’ needs and your business operations.

• Modify Frequency:
  Adjust the billing cycle of your recurring invoices to better align with client payment schedules or project timelines. Choose from options like weekly, monthly, or annually.

• Change Dates:
  Update the start and end dates of your scheduled invoices to accommodate any changes in service periods or contractual agreements.

• Update Products/Services:
  Easily add, remove, or alter the products and services listed in your recurring invoices to reflect any changes in your offerings or client requirements.

• Automated Email Alerts:
  When auto-payment is enabled in a modified recurring invoice, an email notification is automatically sent to the user.

• Personalization Options:
  Customize the content of notification emails within the invoice settings to match your brand’s voice.

How to Use the New Features

Access Recurring Invoices

1. Navigate to the Invoicing section in your Stack dashboard.
2. Select Recurring Invoices.

View and Edit the Invoice

1. Choose the active or scheduled recurring invoice you wish to modify.
2. Make the necessary adjustments to the frequency, dates, or products/services.
3. Save your changes to apply the updates.

Customizing Email Notifications

1. Go to Invoice Settings.
2. Visit Customer Notifications.
3. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant details.

Why We Built It

Flexibility in Billing:
Businesses often face changes in service agreements, project scopes, or client needs. By allowing easy modifications to recurring invoices, Stack ensures your billing remains accurate and aligned with your current operations, eliminating the need to create new invoices from scratch.