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How to change the invoice date in a recurring series?
How to change the invoice date in a recurring series?
Gabriela Magaña avatar
Written by Gabriela Magaña
Updated over 5 months ago

If you created a recurring invoice series on a manual or automatic schedule and need to change the schedule date, it’s easy to do. Whether you need to skip a period, or you started mid-month and want the invoices to generate at the beginning of the month, you can adjust the schedule to fit your needs.

On the invoice page, click the 'Recurring series' tab to get started.

Next, click the 3-dot menu next to your recurring invoice series and select 'Edit'.

Then, click the 'Schedule' block in the settings panel.

In the recurring schedule settings, move out the date in the calendar to when you'd like your series to begin creating or sending invoices.

Last, make sure you click the 'Save changes' button to update your recurring series.

When back on the invoices page, we recommend checking the date in the 'Next invoice' column to confirm your recurring schedule has been updated.

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