How do I edit a customer's email for recurring invoices without cancelling series?

[AnitaF]

I can edit the email address in the customer but this does not change the email for the recurring series. The only solution I have found is to cancel the entire series. Change the email for the customer. Then create a new recurring series.  So many steps for just one needed change.

[MikeLo]

Same thing here... does Square work on that. Please help soon.

[katieand]

Thanks for bringing this to our attention @AnitaF. It does sound cumbersome to go through this just to change a client email address.

I'll pass this feedback to our Invoice Product team. I know our PM really appreciates hearing feature suggestions like this one from our sellers.

[kathyd1]

Is there a solution yet for this issue? We had to update an email address after sending out an invoice. Updating the customer file does not update the email associated with the invoice and you cannot update the email directly on the invoice either.

[Tom]

Thanks for checking in, @kathyd1. I went to look for an update on this, and there isn't anything I can share out right now. Sorry to hear that this caused confusion for your business as well. I'll be sure to surface your experience with the appropriate team members and we'll return to this post with any updates as they become available.

[betty]

This reply was created from merging an existing thread: “Updating customer email address doesn't update recurring invoice series.”. The original author has been notified via email.

I have a recurring invoice series set up for a customer.

The customer changed their email address. I updated the email address in the Customer Directory, but the recurring invoice series still shows the old email address. 

Apparantly, I have to cancel the recurring series and start a new one. This causes extra work and bookkeeping problems.

Please fix this so that updating the Customer email also updates recurring invoices, or let us change the customer email address on recurring invoices. Thanks!

[Chad]

Thanks for the feedback @betty! We had a thread already tracking this feature request, so I went ahead and merged your thread with this one! This way we can keep track of all these requests in one place. 🙂

[Maconiron]

It has been a year, still no fix on this?? I could have swore it was fixed at one time but now its back to not being able to update it without canceling the entire series?? 

[Helen]

I'm sorry @Maconiron but it's still the case that you must upate the customer's email address from their profile first, and then cancel and set up their recurring invoice again to send it to their new email address. If this changes in future we'll let everyone in this thread know - apologies again for the trouble it's causing. 

[Maconiron]

This has actually been fixed in the app but cannot do it on a laptop. It makes no sense to me as to why...but you can at least fix it without canceling the original invoice series. First, you have to change the email address in the customer info. Then go to invoices and go to active. Search the customer name and choose customer. Go to the edit button on the top righ of the screen. Click on the customers name then hit remove (on the top right of screen). Click add customer, and choose their name from the list again, and it will have the correct email. Still wish this happened seemlessly but at least its easier than deleting the whole series and creating a whole new one. Hope this helps someone!!

[API1]

So we use the "cc" to copy the invoice to the correct email address. Anyone know how to get the correct email address from the profile to the invoice without cancelling the invoice and starting again?  Can't get anyone at Square but a bot, thought maybe someone in the community has had to edit a customers email address.  Thank you 

[nika]

Thanks for joining the Seller Community @API1! Sorry you've had trouble getting some help. I merged your question to this thread to help keep the Community organized. Check out the Best Answer there- it answers your question!

[whiteriver]

This is senseless, it seems that square could address this. We shouldn't have to delete something that has been updated in 2 different fields. it can't be that hard. Would REALLY appreciate square IT fixing this.

[IbD]

I have invoices where the client is requesting other updates, like billing address, etc.  Why can't an edit to any invoice allow an update of the client record?  Having to cancel and recreate new invoices is time consuming and makes my accountant angry.  

[Arie]

Hi @IbD,

Thanks for reaching out and sharing your honest feedback. 

You can edit your client's other details through the same process shared in the best answer above. 

Please let us know how you go!

[IbD]

Hi Arie,

Thanks for the quick reply.  So, you are telling me that I have to download the invoices app to my phone/tablet in order to have the ability to update customer information on an existing invoice?  Please tell me you are working on updating the web page to add this button some day.  I do all of my PoS management from a proper computer, not my phone.  

Cheers,

~Jim

[Valentina · Accepted solution]

You can edit a recurring invoice from your Square Dashboard, @IbD.

Head to your Dashboard > Invoices > Recurring > select the series to edit

When you click the series, the information will pop out from the side of the screen.
Click the customer name, then you'll see an Edit button next to the Personal Information section:

I hope this helps, but let me know if you need a bit more guidance here!

[WrightsonICAP]

adding an image to this message doesn't work.

[MayaP]

Hello @WrightsonICAP I am sorry you are having some difficulties, to confirm you are updating the customer name on the invoice and getting an error? And are trying to add an image to the invoice? If you can provide screenshots of the error message that would be very helpful. 

[FullDigital]

This does not change the email the recurring invoices are being sent to. It continues to go to the original email address.