Recurring Invoice
planned
C
Channing Gardner
Ability to edit recurring invoices. A client needs to be billed the same time each month, but they may add or remove services month to month. editing the invoice would be great.
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V
Victor Mataraso
Additionally please make auto-emailing the invoice optional. Some of us need to make edits to add usage prior to the recurring invoice being sent. Ideally it can be created on the chosen day, then edited and sent in bulk manually when ready, still allowing for autopay on the due date.
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Sales & Marketing
planned
V
Victor Mataraso
Sales & Marketing Additionally please make auto-emailing the invoice optional. Some of us need to make edits to add usage prior to the recurring invoice being sent. Ideally it can be created on the chosen day, then edited and sent in bulk manually when ready, still allowing for autopay on the due date.
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Chasity Scarberry
Really need to be able to edit date, amount, name and header once scheduled. This is such a pain when you have 100's of clients and someone needs to simply change their billing date from the 12th to the 15th to be fore flexible and customer service detailed. We do but having to delete and create a whole new invoice is annoying and time consuming.
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Micha McLain
I agree this needs to happen. Sometimes we need to shift dates, add/remove services, offer a credit/discount for something that went wrong, etc. Regardless of the reason, we need the flexiblity of modifying recurring payments. Obviously, making changes should stop the saved card auto transactions and require the user to manually pay from then on, but otherwise, this should be a simple fix.
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Fernando Vazquez
Yes, we really need this! I needed to adjust a recurring invoice's fee and it just didn't let me! I had to finalize the old one and create a new recurring from scratch
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Kate Cooper
Also need the ability to delete a cancelled recurring invoice as this is not an option?
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Wagner Vieitas
this is very needed!!!
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Cyle Sicurella
Yes, this is critical from Home remodel companies that need change orders to the original invoice!
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Lisa Hines
I have a client that wants to pay me earlier than what I had scheduled the invoice for. Great news, eh? Yeah awesome....except I can't edit or change the recurring invoices schedule. No bueno for my bank account. Please provide the ability to edit the recurring schedule. Thank you.
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Sales & Marketing
Merged in a post:
Edit Invoice Templates
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Mathew Koenig
Once you save an invoice template you cannot edit the information, even if it hasn't been sent yet. This is a MAJOR issue because it requires you to delete and recreate the entire invoice if there is a typo.
Also, if you have a recurring invoice but the contact person changes, the system does NOT allow you to change WHO that invoice is sent to. Again, BIG issue.
Lastly, the current invoice templates only allow sending to one contact. Many companies have multiple people CC's on invoices. It would be nice if the system would allow the ability to choose contacts that can be CC'd or BCC'd on the invoices.
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