I have viewed another post about recurring invoices and have read the help section.
My client’s recurring ended in June, and the June payment is showing overdue. She wants to resume and I want her resume and recurring to fall on the date she pays, not the June invoice.
Will the process just pick up on the payment date or do I need to generate a new contract, or invoice?
Thanks
Bill
+4
Once a recurring invoice series ends (like yours did in June), it won't automatically resume or restart when your client makes a payment. So if that June invoice is still marked as overdue, and you’d like the recurring payments to begin again from the new payment date, you’ll need to create a brand-new recurring invoice series.
Here’s what to do:
Mark the old June invoice as “Paid” manually (if you plan to collect that payment now).
Then, create a new recurring invoice starting from the date your client plans to resume.
If this is tied to a contract, and the terms have changed or need a new agreement, you might also want to send a fresh Smart File with an updated contract and invoice.
That will ensure clean tracking and accurate payment schedules moving forward.
Thank you!
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