Overview
Recurring invoices are designed to be reliable and predictable—but that also means they don’t automatically change when pricing, taxes, or fees are updated elsewhere in X‑1FBO.
Because Recurring Invoices and Retail Pricing, Taxes & Fees are managed separately, updates to rates or fees won’t apply to existing recurring invoices unless you take action. This article explains what to expect and how to keep your recurring invoices aligned with current rates.
How Recurring Invoices Work
Think of a recurring invoice as a saved snapshot.
When a recurring invoice is created, X‑1FBO stores the pricing, taxes, and fees exactly as they exist at that moment. Each time the invoice generates, it uses those saved values to ensure consistency.
That means:
Pricing stays the same from invoice to invoice
Taxes and fees remain unchanged
Nothing updates automatically unless the recurring invoice is edited and saved again
This helps prevent unexpected changes—but it also means updates won’t apply on their own.
How Retail Pricing Works
Retail pricing is used to fill in pricing for new invoices when they’re created manually.
When retail pricing is updated:
New invoices will use the updated pricing
Existing invoices are not changed
Existing recurring invoices are not automatically updated
Retail pricing updates are forward‑looking and don’t overwrite previously saved invoice setups.
What Happens When Pricing Changes?
Pricing Updates Don’t Automatically Apply to Recurring Invoices
If retail pricing is changed after a recurring invoice is set up, the recurring invoice will continue using its original pricing.
Example:
Recurring invoice was created at $1,250
Retail pricing is later updated to $1,500
The recurring invoice will still generate at $1,250 until it’s updated.
Why doesn’t this auto‑update?
Recurring invoices are intentionally designed not to auto‑update.
Because recurring invoices generate automatically, X‑1FBO keeps their pricing, taxes, and fees locked in to prevent unexpected changes from appearing on customer invoices. This helps ensure consistency and avoids surprises caused by rate changes that may not be intended for every recurring customer.
Auto‑updating recurring invoices could result in:
Unexpected price changes on customer invoices
Inconsistent billing from one cycle to the next
Invoices generating with rates that haven’t been reviewed or approved
By requiring a recurring invoice to be reopened and saved, X‑1FBO gives you full control over when pricing, taxes, or fees should change—so updates happen intentionally, not automatically.
Manual vs. Retail‑Based Pricing
Manually Entered Pricing
Always stays exactly as entered
Must be updated manually in the recurring invoice
Retail‑Based Pricing
Does not update automatically
Updated pricing appears when the recurring invoice is reopened
Changes apply only after clicking Save
⚠️ Helpful Tip: Updating retail pricing alone won’t change a recurring invoice. Reopening and saving the recurring invoice is what applies the update.
Taxes & Fees Work the Same Way
The same behavior applies to:
Taxes (such as state or local sales tax)
Fees (including credit card processing fees)
When taxes or fees are updated:
Existing recurring invoices are not automatically updated
Invoices that already generated are not affected
How to Apply Updated Pricing, Taxes, or Fees
To ensure future recurring invoices reflect current rates:
Go to Recurring Invoices
Open the existing recurring invoice
Review the updated:
Pricing
Taxes
Fees
Click Save
✅ Updates apply to future invoices only
❌ Previously generated invoices remain unchanged
✅ Summary
Recurring invoices use the values saved at the time they’re created
Retail pricing, taxes, and fees do not automatically update recurring invoices
To apply changes, the recurring invoice must be opened and saved again
Updates affect future invoices only—not past ones
If pricing, taxes, or fees change, we recommend reviewing your recurring invoices before the next invoice generates to ensure everything reflects your current setup.
Need more help? Contact X‑1FBO Support for further assistance