Review future terms before changing a recurring price or billing date.
1. Edit the existing schedule
Open the recurring record and choose its edit action. Change the intended future price, frequency, or next date. Do not create a second active schedule.
2. Review upcoming invoices
When you save changed terms, read Review Upcoming Invoices. Compare Current and Proposed, the effective date, lines, prices, and invoice limit.
3. Check any agreement reference
Use an approved proposal or estimate only when its actual service lines and prices match the proposed terms.
4. Confirm the future change
Choose Confirm and Save Changes. Saving changes updates future settings; it does not create an invoice, send a message, or charge money immediately.
5. Verify the next date
Return to the schedule and check the saved upcoming terms and status. A paused schedule remains paused.