Recurring Invoice update future invoices

Customer / Debtors Module> Activity> Invoices 

 There are a number of places to update the changes, here is one place to change 

 One will still have to change each recurring invoice, however you can then update all future invoices with ease 

 Go to Customers invoice 

 Select the Invoice status to be recurring transactions 

 Change your date to the end of the month 

 To make your search have better results, you can put in a key word in the description or reference 

 Click on search to find all recurring invoices that will be processed on the 25th April 

   

 Open up the invoice 

 

 

 

 1 

 Make the relevant changes to the line descriptions 

 

 

 2 

 Click on Update Recurring 

 

 

 3 

 Click on Lines – this will update all future recurring invoices 

 

 

 4 

 Close invoice and then open next one 

 

 

 

 If you have changed any description on the header, you can use Header button or Both to change Header and Lines of the future invoices. 

 This change looks at the current recurring invoice and then allows you to change future ones 

 Item codes can be changed at inventory setup and will update all documents active. 

 However descriptions will not, as each one is saved on the document and can be different