Editing recurring invoices
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Shawna Armstrong
It would be super helpful to edit recurring invoices instead of having to cancel them and then remake them
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Amanda Aparicio
planned
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Michelle Doherty
I vote for this feature as well! I just started using FC Billing. I sent some first invoices as "internal only" because the client had already received them, not knowing that the recurring invoices couldn't be edited to change them to "mail to client". And then, of course, one of my clients changed bank accounts after the first month. Although I entered the new bank account and set it as default (but wasn't given the option to delete the old account), the next invoice auto-charged the old account! Apparently, I also need to change the recurring invoice - which can't be edited, so I have to delete and re-create it. I feel like I'm spending more time on recurring invoices than I ever did on manual invoices.
Canny AI
Merged in a post:
Editing Invoices
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Jennifer Sanders
I have mentioned this before, but I found something else. I need to occasionally edit recurring invoices, because some of our clients us QBO payroll or bill pay, and I need to adjust number of employees or number of bills that were processed. These are separate fees that can vary from month to month. But, also I need to update the bank account. My only option is to cancel the recurring invoice and create a new one with the updated default account.
Amanda Aparicio
Merged in a post:
Edit Scheduled invoices
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Mélyssa Brunet
Instead of having to delete a scheduled invoice for a small change like the recipient, it would be very helpful to have the option to edit a scheduled invoice (amount, recipient, etc.)
Canny AI
Merged in a post:
Edit recurring invoices
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Irene Giordano
After a recurring invoice has been set up for a client, the amount or description may need to change. Instead of deleting and recreating it, it would be much easier to edit it.
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Jessica Judd
Yes, I have had this happen quite a few times and had to delete and re-do the recurring invoice. I had a client ask to change the draft date and you can't do that without deleting and re-doing the invoice!
Canny AI
Merged in a post:
Edit Recurring Invoices
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Shawna Armstrong
It would be super helpful to edit recurring invoices instead of having to delete them and completely remake them.