This article covers how to update invoices for existing customers and subscriptions. You can edit invoice settings for one customer or across multiple customers, and edit a customer’s invoice template from the customer page.
Edit invoice settings and template for a single customer's subscription(s)
Invoice settings and invoice templates control different parts of a customer’s invoices:
Invoice settings control how invoices are handled: approval, issuing, payment collection, and accepted payment methods. Invoice settings are applied to the subscriptions you select.
Invoice templates control what appears on the invoice: the memo, footer, header fields, and ACH (Automated Clearing House) payment instructions. A customer’s invoice template applies to all of that customer’s draft and future invoices.
Both are opened from the same window on the customer page, but they are saved separately.
Edit invoice settings for a single customer
Head to Customers > All customers and select a customer.
Scroll down to the invoices section and select Edit invoice settings.
Select one or multiple subscriptions you'd like to apply the updated invoice settings to.
Click Next: Invoice settings.
Make necessary changes to the Invoice settings and Payment method.
Click Next: Confirm changes.
Review any notes about how the change(s) will be applied and confirm by clicking Save changes.
The new invoice settings will be reflected in the draft invoices on the customer page.
Edit a customer's invoice template
To change what appears on a customer’s invoices without changing your global invoice template:
Head to Customers > All customers and select a customer.
Scroll down to the invoices section and select Edit invoice settings.
Select Edit invoice template.
Turn on Override vendor values or Override vendor ACH instructions, then update the fields.
Click Save changes.
For details on how customer invoice templates work, see our article on customizing invoice content for a specific customer.
Note: Some subscriptions created before October 14, 2026 have their own memo, footer, or header fields, copied from the global invoice template when the subscription was created.
Invoices for these subscriptions keep using the original copied values, even if you change the global or customer invoice template. To change them, edit each draft invoice for the subscription and turn on Overwrite on this invoice. ACH instructions are not affected.
Edit invoice settings for multiple customers
If you need to edit invoice settings across multiple customer subscriptions, head to Settings > Edit invoice settings on existing subscriptions. From this page, you can select individual subscriptions or choose to Update all existing subscriptions.