To update the Invoice Frequency on an Account, follow these steps:
- Go to CRM > Accounts.
- Click the name of the Account you need to modify.
- On the Review Account overlay, click Edit.
- Click Invoice Preferences.
- Update the When to Invoice selection.
- 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.