V3 Update Invoice Frequency on an Account

To update the Invoice Frequency on an Account, use the following steps:

  1. Go to CRM > Accounts
  2. Click the name of the Account you need to modify.
  3. On the Review overlay, click Edit.
  4. Click Invoice Preferences

  5. Change the selection next to When to Invoice.

  6. Click Save Account.

Changes made to the Invoice Frequency will not retroactively apply to any Invoices that have already been generated. 

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