View and edit a recurring invoice

View a recurring invoice

1. Go to Accounts Receivable > All > Invoices > Recurring invoices.

   By default, only a few details for a record are shown in the list.

   • Select Configure columns to add or remove columns.

2. Find the recurring invoice you want to view.

3. Select More actions > View at the end of the row.

   The record details appear. If the record is complex, the details are categorized into sections and tabs.

1. Go to Accounts Receivable > All > Invoices > Recurring invoices.

   Only a few of the specific details for a record can be shown in the list columns.

2. Find the recurring invoice you want to view and select View.

   The record details appear. If the record is complex, the details are categorized into sections and tabs.

Edit a recurring invoice

You edit information about an invoice from the Recurring Invoices list.

1. Go to Accounts Receivable > All > Invoices > Recurring invoices.

2. Find the invoice that you want to edit.

3. Select Edit at the end of the row.

4. Make your changes.

5. You have two options when you're finished:

   • Select Save to save the invoice and return to the list of recurring invoices.
   • Select Save and new to save the recurring invoice and add another.

1. Go to Accounts Receivable > All > Invoices > Recurring invoices.

2. Find the invoice that you want to edit.
3. Select Edit.

4. Make your changes.

5. You have two options when you're finished:

   • Select Save to save the invoice and return to the list of recurring invoices.
   • Select Save and new to save the recurring invoice and add another.