I have a few recurring invoices I need to change the customer for, it doesn’t allow me to change the customer. It would be really helpful if we could so I can see the history of the schedule etc and I don’t have to set up a whole new schedule.
Are you able to duplicate the Recurring Invoice and then change the customer at that time?
Thanks for the reply. The only thing it seems to duplicate is the Template Name and adds (copy) on the end and the Invoice Name, invoice memo - missing, all of the line items are missing. So it’s not really duplicated much at all.
I just tested this quick. When you first duplicate you’ll need to define the schedule piece first, which should have all settings duplicated with the exception of the “Run At Next” date. Once that is created the recurring schedule should be created and all line items are carried over. You don’t actually see the line item piece during schedule creation because it’s not needed for the duplicate, though you could certainly edit them after the fact.