How to edit an advanced invoice schedule?

Problem Statement

You want to know how to edit an advanced invoice schedule.

Solution

Scope

How to edit an advanced invoice?

How to make changes to the scheduled invoice?

Summary

You can edit an Advance invoice Schedule before the occurrence, or if the advance invoice is created, you can modify it at your preference if it's within the billing period.

Advance Invoices - This feature is currently available on selective plans. Please refer to the plans and pricing page. If you are on our previous plans, then this feature is available on Scale and above plans.

Solution

Editing invoices before it's generated:

You can view the advance invoice that is generated on the respective subscription details page, along with the advance invoicing schedule (if configured) for the subscription.

You can edit the schedule anytime as required, by following these steps:

1. On the subscription details page, click Edit Invoicing schedule.

2. The popup displays the list of advance invoices that are scheduled for the subscription. You can click Edit.

3. On the Edit Invoicing Schedule page, you can make necessary changes.

4. Click Proceed and click Confirm to apply the changes to the schedule.

5. You can Preview the updated invoicing schedule and click Generate.

For more information, Advance Invoices.

Editing invoices after its generated (within the billing period):

You cannot edit an advance invoice that was generated already. However, you can 'Void' the invoice and generate a new one.

However, if you have already collected payments against the invoice, make sure to remove the payment before voiding the invoice.