Quick Edit Mode

1 min. readlast update: 01.21.2025

To make updating multiple recurring invoices easier you can use our Quick Edit mode. At the top right of the recurring invoices screen is a "Quick Edit Mode" checkbox.

Checking that box allows you to edit recurring invoices from the main screen without having to open the recurring invoice, make your changes, save and come back to the main screen.

As you hover over a recurring invoice it shows green.

When you click anywhere on that recurring invoice it opens the fields you can edit.

You can add or delete lines from the recurring invoice. When you press save you are taken right back to the list of recurring invoices.

Note: Some options are not available to update in Quick Edit mode. You cannot update: Customer, location, message or any of the options in the blue section (with the exception of Pro-rating the invoice)

Was this article helpful?