Change an invoice that has a scheduled payment

What happens when you edit an issued invoice that your customer has already scheduled a payment for.

Customers can schedule a payment for an invoice's due date, or pay automatically with Autopay. If you edit the invoice before that payment runs, your customer has to approve the change.

Before you save changes

When you edit an invoice with a scheduled payment, Finli reminds you that your customer will need to approve the changes. Your customer is notified that the invoice was updated.

Screenshot to add: the warning shown before saving changes to an invoice with a scheduled payment

What your customer sees

When your customer opens the invoice, they see the updated details and two choices:

• Accept Changes: their scheduled payment is adjusted to the new total and goes ahead as planned.
• Cancel Payment: their scheduled payment is removed, and they can make a new payment on the updated invoice.

Screenshot to add: the customer's Accept Changes dialog

While you wait

Until your customer responds, the scheduled payment is flagged on your dashboard. If they don't approve the changes before the due date, the scheduled payment is canceled and the invoice becomes past due.

Need help? Email support@finli.com.

Updated October 22, 2026