Change the frequency on a recurring invoice
Description
Cause
Resolution
  1. Go to Sales and select Sales Invoices.
  2. Select Recurring Invoices.
  3. Open the relevant invoice.
  4. Update the details in the Frequency section.
  5. See changing the frequency for more information.
  6. Select Save.

Changing the frequency

Change between a Daily, Weekly and Monthly frequency. Ensure that you select the correct interval and date so invoices go out on time. 

Once a recurrence has started, you can't update the Starting date, you can update the Ending criteria.

If your changing the frequency be aware, you don't create two invoices for the same period:

  • Changes to the frequency only apply to future dates

EXAMPLE:

If you change the frequency from every Thursday to every Wednesday (today being Thursday), Sage Accounting creates the next invoice on the following Wednesday.

  • If you change the frequency so that the next invoice is due today, Sage Accounting creates the invoice immediately

EXAMPLE:

If you change the frequency from every Tuesday to every Wednesday (today being Wednesday), Sage Accounting creates the invoice immediately.

Steps to duplicate
Related Solutions

Recurring sales invoices

Set up a recurring sales invoice

View recurring sales invoices

Recurring sales invoices troubleshooting

Can I create a recurring purchase invoice?