New Enhancements to Editing Capabilities for Recurring Invoices
HighLevel introduces exciting improvements to editing capabilities for recurring invoices, with features designed to achieve greater accuracy and customization in client billing. The improvements allow for:
- Modifications to billing cycle frequency, accommodating clients’ payment schedules or project timelines.
- Updates to start and end dates of scheduled invoices in response to changes in service periods or contractual agreements.
- Alterations to the products/services listed in active or scheduled recurring invoices, reflecting changes in offerings or client requirements.
- Automated email notifications triggered when the auto-payment is enabled in an edited recurring invoice.
- Customization of these email notifications within the invoice settings to align with branding.
How to Utilize the New Features
The latest enhancements are easily accessed from the Invoicing section in the HighLevel dashboard. Simply:
- Select Recurring Invoices to view the invoice for editing.
- Choose the active or scheduled recurring invoice for modifying.
- Make necessary changes to the frequency, dates, or products/services.
- Save the updates by saving the invoice.
- Customize email notifications by visiting customer notifications under Invoice Settings. Edit the Auto payment amount changed notification to modify the subject line, message body, and other relevant email notification details.
The Reason Behind the Upgrade
HighLevel strives to provide flexibility in billing, acknowledging the constant changes businesses encounter with service agreements, project scopes, or client needs. These improvements will ensure accurate and aligned billing with the current operations without creating new invoices from scratch.
What’s on the Horizon
The next step is to enable editing on One time invoices with Payment schedules. HighLevel works continuously to provide a flexible and user-friendly invoicing system for all.
Click here for the full HighLevel update article
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