add items to recurring invoices

chryschrys Member Posts: 4

Can I add items to a recurring invoice before the due date? Will those items appear on the next one?

Comments

  • AmandaKAmandaK Member Posts: 73 admin

    Hi @chrys, that's a great question! So long you add those new items before your next invoice create date (i.e. when the invoice is generated based on the recurring schedule you've set up), those items will appear on your next invoice. If, however, the invoice has already been generated and sent to your customer, then those new items won't appear since the current invoice has already been sent out to your customer.

    If you do want to add items to an invoice that's already been sent out, then I would suggest deleting the existing invoice and manually sending a new one with the added items for this month.

    Hope that clarifies things for you and I'm sorry for how long it's taken us to respond - we've been getting a lot more questions than normal due to tax season and are doing our best to catch up.

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