How to Edit Recurring Invoices in GoHighLevel

What’s New?

Modify Frequency: Modify the billing cycle of your recurring invoices—whether weekly, monthly, or annually—to align with your clients’ payment preferences or project timelines.
Change Dates: Update the start and end dates of scheduled invoices to accommodate changes in service periods or contractual agreements.
Update Products/Services: Add, remove, or alter the products and services listed in active or scheduled recurring invoices to reflect any changes in your offerings or client requirements.
Automated Email Alerts: When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification to the user.
Personalization Options: Customize the notification emails in your invoice settings to reflect your brand’s unique voice.

Access Recurring Invoices: Navigate to the Invoicing section in your GoHighLevel dashboard and select Recurring Invoices.

View the Invoice to Edit: Choose the active or scheduled recurring invoice you wish to modify.

Save Changes: After making the necessary adjustments, save the invoice to apply the updates.

Customizing Email Notifications: Navigate to Invoice Settings and head over to Customer Notifications. Locate the Auto Payment Amount Changed notification and customize the subject line, message body, and other essential details to suit your preferences.

Flexibility in Billing: Businesses frequently face shifts in service agreements, project scopes, or client requirements. Having the flexibility to adjust recurring invoices simplifies the billing process, ensuring accuracy and alignment with ongoing operations—without the need to generate new invoices from the ground up.