To edit a recurring invoice or expense:

1. Go to Recurring Invoices (or Recurring Expenses)
2. Open the recurring item
3. Click "Edit"
4. Change the amount, frequency, customer, or line items
5. Save - future generations will use the updated template

Note: Changes only affect future invoices/expenses. Previously generated items remain unchanged.

Note: If you change the start date before the first item has been generated, the next scheduled date moves with it. Once the first item has been generated, the start date no longer shifts the schedule.