V3 Update Invoice Frequency on an Account

To update the Invoice Frequency on an Account, follow these steps:

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


  5. Update the When to Invoice selection.


  6. Click Save Account.
Warning: Changes made to the Invoice Frequency will not apply to Invoices that have already been generated. 

You can visit our Help Center for more information on other Invoice settings.

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