How To edit the recurring invoices:-(New Design)

Step 1. Login to the application using valid credentials.

Step 2. Navigate to the Recurring module from the main menu.

Step 3. Click on the three-dot menu at the end of the recurring invoice you want to update.

Step 4. Select the ‘Edit’ option and make the necessary changes or modifications to the recurring invoice.

Step 5. Click on the ‘Send by Mail’ button to finalize and send the updated recurring invoice.

Updated on: 17/06/2025