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:
Warning: If you update the Invoice Frequency at the Client level, this change will populate down to any existing Master Jobs, as well as any Job instances that are Pending Dispatch. This change will not affect any Jobs that are currently Dispatched or Complete.
See this article for information on the other Invoice settings.