To update the Invoice Frequency on a Client Account, follow these steps:
- Navigate to a Client Account.
- Click Edit next to the Client's name. This will open the Edit Client overlay.
- Click on the Billing tab to update the When To Invoice field:
You can also update the Invoice frequency in bulk from the Client list. To bulk edit this field, follow these steps:
- Navigate to your Client list (CRM > Clients).
- Apply any necessary filters, and select the checkbox next to the clients you want to edit.
- Hover over the Actions button and click Bulk Edit.
- Update the When to Invoice field, as needed.
Note: This update will only apply to the Clients you select from the list.
You can visit our Help Center for more information on Invoice settings.