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Edit Recurring Invoice opens the recurring invoice setup wizard in edit mode, allowing updates to an existing recurring invoice record. Route: /fa/recurring-invoices/:id/edit.

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Overview

The Edit Recurring Invoice page is accessible at /fa/recurring-invoices/:id/edit and requires permission fa.recurring_invoices.edit. The component (RecurringInvoiceEditPage) reads :id from the route via useParams and renders RecurringInvoiceSetupWizardPage in mode="edit". The wizard hydrates its draft from the existing recurring invoice record. The breadcrumb label is set to the invoice ID prefix or “Edit Recurring Invoice”.

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Who it’s for

Requires permission fa.recurring_invoices.edit.

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Before you start

  • You must have fa.recurring_invoices.edit permission.
  • The recurring invoice must exist; navigate to it via the Receivables Hub or /fa/recurring-invoices.

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Steps

  1. Navigate to the Receivables Hub (/fa/receivables) or /fa/recurring-invoices and open the recurring invoice.
  2. Click Edit to go to /fa/recurring-invoices/:id/edit.
  3. The setup wizard opens in edit mode, pre-populated with the existing record.
  4. Update the relevant steps in the wizard.
  5. Submit to save changes.

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Key concepts

ConceptDescription
RecurringInvoiceSetupWizardPageMulti-step wizard for recurring invoice configuration; mode="edit" hydrates from existing record
mode propControls whether the wizard creates a new record or updates an existing one

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/RecurringInvoiceEditPage.tsx