I have changed banks, I updated the invoice template to feature the new bank details no problem. I noticed that recurring invoices don’t use the main template, but instead use the template when the recurring invoice was created.
Is there a way to bulk update all recurring invoices, or do I need to update each one in turn?
Thanks
Hello @squarechilli
Each one is set with there own specific settings.
The would therefore have to be updated individually.
If you have updated the bank details in the Sales > Invoice Customisation screen it should just be a case of opening the recuring invoice clicking this/these option to import the new text into the payment terms or additional notes (depending on what/where you updated them) and saving.
Where did you enter the updated bank details?
In the payment terms in the screenshot, for teh screenshot I replaced them with the text ‘Details in here’
Hello @squarechilli
Great.
On your invoices you would then need to open them and click this option.
It would then replace whatever is in the payment terms with what you entered in the Sales > Invoice Customisation screen
Save the invoice and repeat this with the next one and so on.
Ok, thanks for the clarification
