Skip to main content

How to change account codes in the invoice tab for repeating invoices

Understand how to update account codes for line items in the All Repeating section of the invoice tab in GoProposal.

Written by Russell Henderson

You may need to change the account code of a line item after you've created a proposal for repeating invoices.

This updated account code will override the default code set in Integrations or within Line Items.

Change account codes in the invoice tab

  1. Go to Invoices.

  2. Select the All Repeating tab.

  3. Click Edit next to the proposal you want to update.

  4. In the pop-up, find the Line Item and Ledger Account section.

  5. Use the dropdown menu to select a new account code for the line item.

  6. Click Save Repeating Invoice.

📎NOTE: The new account code applies to all future invoices from this repeating invoice. It doesn't update past invoices.

See also

How to configure a line item

Need Support?

Visit the Community Hub or contact us in the chat.

Did this answer your question?