Update recurring profile [client-mail] -( New Design )

Let’s say that you updated your client’s details, and some existing invoices/recurring profiles did not reflect the change. For example :

You have a client named XYZ whose email id is XYZ@gmail.com..

You make an invoice INV-574 for XYZ

A week later you change the client mail to abc@gmail.com

Invoice INV-574 still says XYZ@gmail.com, and not abc@gmail.com.

This is actually expected behaviour. Invoicera does not update information on invoices unless you choose to do so. To make the new information appear on invoices, you just need to “edit” the old invoices individually and click Save.

You may follow the below steps :

Step 1 : Suppose, you created an invoice INV-574 for Client xyz. click recurring Id REC-162

OR

Step 2 : Now if you want to make an necessary changes or modification you can simply edit the invoice by clicking 3dots option and choose to edit the invoice and click on save as draft or send by email after modification or changes ..

Step 3 : After that, Click Save you will be successfully able to change or Modify the invoice .

Updated on: 29/04/2025