Editing a recurring invoice

Editing a recurring invoice

Making sure your recurring invoices are up to date is crucial to maintaining your relationship with your customers. No one likes receiving an unexpected invoice! If you need to make changes to future scheduled invoices, you can edit the recurring invoice.
  1. Click on a recurring invoice and select the "Edit recurring invoice."
  2. Make any needed changes and click "Save." Changes will be applied to future invoices on the next scheduled date but not to invoices that have already been sent or paid.
  3. If you have customers who have set up automatic payments on recurring invoices, you will be prompted to send an email informing them about changes to their upcoming payments.* 

*To remain compliant with NACHA Operating Rules and Guidelines for bank payments and credit card processing, Sunrise requires that changes to recurring payments must include a notice that is sent ten calendar days before a scheduled payment for monthly or yearly payments, one-week before weekly subscriptions, or one day before daily recurring payments.

    • Related Articles

    • Creating new recurring invoices

      Creating new recurring invoices Recurring invoices are a great way to put your invoices on autopilot If you have customers on retainer or invoice them frequently for the same thing, recurring invoices are going to save you a lot of time.  To create a ...
    • Variables for Recurring Invoices and Email Templates

      Use these variables to automatically populate default emails or recurring invoices. With subscription invoice variables, you do not have to manually update subscription invoices with, for example, week number, month name, and more. This means that ...
    • Recurring payments for invoices

      Recurring payments for invoices Accept automatic payments when you use recurring invoices When you create a recurring invoice, your customers have the option to set up automatic payments using Bank Transfers (US only) and Credit/Debit cards, which is ...
    • Customize invoice numbering

      System generated vs. manual entry? Want to change the first invoice number from 1 to something higher? Keep reading to learn how. When the Sunrise system is first loaded, it is set up to auto-generate numbers for Invoices, Bills, Transactions, etc. ...
    • How can I customize my Invoice Templates?

      How can I customize my Invoice Templates? Written by Success-Team Updated over a week ago   Overview Learn how to make changes to the language or appearance of invoice templates. This process can also be used to make brand-specific templates so that ...