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

    mceclip0_-_2020-10-23T154518.556.png
  5. Change the selection next to When to Invoice.

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  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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