<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Enabling Recurring Invoice Product Changes</strong></p><p><strong>- Updating Product Names</strong></p><p><strong>- Previous Value Matching</strong></p><p><strong>- Force Changes without Value Matching</strong></p><p><strong>- Bundled Product Updates</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a href="https://usehalo.com/halopsa/guides/1845/" target="_blank" rel="noopener noreferrer">Items & Stock Control</a></strong></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1356/" target="_blank" rel="noopener noreferrer"><strong>Recurring Invoices</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1958/" target="_blank" rel="noopener noreferrer"><strong>Recurring Invoices</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Enabling Recurring Invoice Product Changes </span></strong></p><p>In Configuration > Items and Stock Control > General Settings, turn on the setting to allow product changes to update recurring invoices.</p><p><br></p><p>it can be set to be automatically applied to either all lines, or non bundled lines - both of which demonstrated in this guide.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkMTM1ZWFiLTE3MmEtNGE0OS05NmNkLWViOWYzYTVhNDRlZCJ9.DhVRrbSAqE16f-ddvmuwHZsI9vU0Zi_ceo99en_rEpw" class="fr-fic fr-fil fr-dib" width="1091" style="width: 1093px; height: 264.435px;" height="264"></p><p><strong><span style="font-size: 10pt;">Fig 1. Update recurring invoice lines with Product changes.</span></strong></p><p><br></p><p id="isPasted">In this guide, I am using "Always ask" which will show a popup that allows choice of which lines to update, if any, every time a change is made. This is a way of changing how it applies per product update instead of globally.</p><p><br></p><p>It then gives the option of updating all lines, only non-bundled lines, or none.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE4NmQzNTMwLWU0OWEtNGJmMi04ZDJkLTRkNzM5ODJjMzEyMyJ9.qKdQ1_Dy4vTvkKTtegG7F9iNnuhtcuk6sxqCksRe_bQ" class="fr-fic fr-fil fr-dib" width="1090" style="width: 1092px; height: 536.197px;" height="536"></p><p><strong><span style="font-size: 10pt;">Fig 2. Always ask popup options.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Updating Product Names</span></strong></p><p>The name of a product can be updated on recurring invoice lines through this feature for example.</p><p><br></p><p>Originally my product is named "Laptop" (with the period variables included).</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlkNzgzYTQ4LWQ4NWEtNDU0ZC04YTllLWNlYjY5MTdkZTZhNCJ9.1-vaSU12-K-0IPAoAY5rETs8IeZY_RojuYBvTifAeUY" class="fr-fic fr-fil fr-dib" width="1093" style="width: 1095px; height: 633.439px;" height="633"></p><p><strong><span style="font-size: 10pt;">Fig 3. Original product name.</span></strong></p><p><br></p><p>On the product, we can then change the name.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIyZjM5NjMwLWVmMzQtNGQ2Yi1iMmNjLTVjZWJjNmMzZGY5YiJ9.IZHo7fApfMk42iF3tKEpivWb2UDEYT7mAYIIPD3Sa4A" class="fr-fic fr-fil fr-dib" width="1091" style="width: 1093px; height: 507.176px;" height="507"></p><p><strong><span style="font-size: 10pt;">Fig 4. Updating product name.</span></strong></p><p><br></p><p>The product name will then be changed on the recurring invoice line.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyYmM1NGMwLWEzZDktNDllNS04YWY3LTIwZTZjY2I4NGYxZiJ9.R88AvZNBCS-QTuz3P6xPjsddKUWNWst8nx98Xr5wFY0" class="fr-fic fr-fil fr-dib" width="1097" style="width: 1099px; height: 633.506px;" height="634"></p><p><strong><span style="font-size: 10pt;">Fig 5. Product name changed on recurring invoice line.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Previous Value Matching<br></span></strong></p><p>Disabling the checkbox under the dropdown in Configuration > Items and Stock Control means updates will not occur when products do not match the previous values you have changed <strong>from</strong>. This is useful for separating manually changed discounts on an invoice for a customer being included in the updates for instance</p><p><br></p><p>Values must match exactly for this to be off and make changes.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEwMGRiOTNkLTMyMWUtNDE4Yi04NzYyLTM5YzJhY2UxYWZlZCJ9.AmKkACdTQmqSaRc2MSgk8YUUaTV4OuVUFrg51sbCGHQ" width="669" height="37" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 6. Always update recurring invoice lines to reflect Product changes, regardless of matching previous values checkbox.</span></strong></p><p><br></p><p>For instance, the recurring price of the laptop on this recurring invoice is £500.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ0YmRjNmExLTdlZWEtNDA4ZS05MmViLTE4ODU2ODc0ZTlkOCJ9.ZIxHsnSmjovVuhBNt1TyB11KliYfy7P4HfCyxnqWyh8" class="fr-fic fr-fil fr-dib" width="986" style="width: 988px; height: 561.061px;" height="561"></p><p><strong><span style="font-size: 10pt;">Fig 7. Original price on recurring invoice product.</span></strong></p><p><br></p><p>On the product, we change the price from £500 to £550.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMzNzhjMTY1LWIxM2UtNDZmZi04NDIxLTA3NzdiNGE5MTg1YSJ9.2YOY7cprS0X-PzaIf005hHHWCTOFnvmv0bPNIRO704w" class="fr-fic fr-fil fr-dib" width="986" style="width: 988px; height: 482.919px;" height="483"></p><p><strong><span style="font-size: 10pt;">Fig 8. Changing the recurring price.</span></strong></p><p><br></p><p>This changes to £550 on invoice as it matched the original £500 value. The <strong>original value you change from</strong> is used for the value matching.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU2ODU3MGFiLTc4Y2EtNDdlNy05YWYxLTRkOGJjZjAzNjZjYiJ9.RfXotW4h7MNbks_JJj4HiD6tWLKvLOdwhy3ECUN857w" class="fr-fic fr-fil fr-dib" width="982" style="width: 984px; height: 480.713px;" height="481"></p><p><strong><span style="font-size: 10pt;">Fig 9. Price changed on the recurring invoice.</span></strong></p><p><br></p><p>If we then edit the product line individually to £450 so it no longer matches the global price of £550 set in the previous example...</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczNTZlYjRmLTRhZTAtNDBlNy1hMDY3LTFmZTlmZWVmOTZjNiJ9.56KeO9MHnVMUnquE0tLrb82p62n8CNguy7GH0UydeYw" class="fr-fic fr-fil fr-dib" width="982" style="width: 984px; height: 483.008px;" height="483"></p><p><strong><span style="font-size: 10pt;">Fig 10. Editing price to not match the original value set on the product.</span></strong></p><p><br></p><p>Then change the price on the product from £550 to £500...</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc3ZWRkYzU3LTc4NTgtNGRhNC1hMTViLWIzNDZhZGZiZjNhZSJ9.9UA9np3LRRbvo1-7gtCOs45ScCJsr7am5vJc4Xan1Hk" class="fr-fic fr-fil fr-dib" width="992" style="width: 994px; height: 484.296px;" height="484"></p><p><strong><span style="font-size: 10pt;">Fig 11. Updating recurring price on the product.</span></strong></p><p><br></p><p>The £450 price on the invoice does not update to £500 as it did not match the product's original value of £550.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2NDdhYjYwLWIxMDEtNDhhOS05OGQzLTEyODcyYzIzNDlmNCJ9.Jnf71687VG29WVGo3qxKYG9px3sIx5pl70yAjNgQwAE" class="fr-fic fr-fil fr-dib" width="991" style="width: 993px; height: 485.87px;" height="486"></p><p><strong><span style="font-size: 10pt;">Fig 12. Product price not updated as did not match original value.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Force Changes without Value Matching</span></strong></p><p>If the checkbox is instead enabled, product changes will always update regardless of matching. </p><p><br></p><p><strong><em>Note: This will still only apply to the all lines/only non-bundled lines choice made.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMxMGFjZDZlLWY3MjMtNGZiYi05MzRhLWIzNTA4NWUxOWI0MiJ9.LGpe87XVEhpe2AKjIdVQbuAnr70DkRQbdC8tdpNA4Hk" class="fr-fic fr-fil fr-dib" width="679" height="42"></p><p><strong><span style="font-size: 10pt;">Fig 13. Enabling forced product changes.</span></strong></p><p><br></p><p>If we then change the price from £500 to £550.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNmZjdmZGI3LTRjNDktNDg5OC05OTRlLTVlZjAxMjk4YWYxOCJ9.G2hlcD89uKvmmGXeQdVIiHWZ8HKVLWcu4vLTPw8JUeA" class="fr-fic fr-fil fr-dib" width="987" style="width: 989px; height: 483.913px;" height="484"></p><p><strong><span style="font-size: 10pt;">Fig 14. Changing recurring price on the product.</span></strong></p><p><br></p><p>The invoice also updates to £550 even though the price before update of £450 did not match the value of £500 previously set on the product.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdhNDUwMGQzLTY3OWQtNDk2Zi1iNWJkLTFlMGM0Njk3MTA0MyJ9.oQ8hL9p_thUDXOx9bpXcQqUh0uni05PxUBMGnk7sMgc" class="fr-fic fr-fil fr-dib" width="984" style="width: 986px; height: 480.9px;" height="481"></p><p><strong><span style="font-size: 10pt;">Fig 15. Force updating prices.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Bundled Product Updates</span></strong></p><p>We can also add a bundle to our invoice that contains the same laptop product with identical prices.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczOWJkMzZkLTNjNjktNDY5Ni1iYzE4LTQzZmZjYWM3OGE1YSJ9.TJzIrkBCirpgNjO2P-rpHuhF6TdM7LJxF4QCaIuSNcA" class="fr-fic fr-fil fr-dib" width="988" style="width: 990px; height: 483.91px;" height="484"></p><p><strong><span style="font-size: 10pt;">Fig 16. Product individually added and added via a bundle.</span></strong></p><p><br></p><p>If we then update the recurring price to £500 for only non-bundled products with the "Update all non-bundles lines" option in the dropdown.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0NGYxM2RiLWI3ZDAtNDdlNC1iMzA0LTVhY2U2NWQ2MjNlZSJ9.N4Zd3LQZRZAWAL1XHg6G9XOPngjyczmLfKknfAyVeE4" class="fr-fic fr-fil fr-dib" width="986" style="width: 988px; height: 482.394px;" height="482"></p><p><strong><span style="font-size: 10pt;">Fig 17. Updating non-bundled lines.</span></strong></p><p><br></p><p>This price then updates the individual product that is not in a bundle, but leaves the one in the bundle at its original price (even when they both matched the original value).</p><p><br></p><p>This can be a useful feature if you use bundles to give certain prices to certain customers, or give bundles at an overall discounted price on each product.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1NDAzZmI4LWJmOTgtNDJhYi05NzdmLTQyMDFlN2FmN2MxMCJ9.zrPap6b_CXEEQKV0vfmTzzGl8fCVRCutlqxdaBE3qgc" class="fr-fic fr-fil fr-dib" width="987" style="width: 989px; height: 483.408px;" height="483"></p><p><strong><span style="font-size: 10pt;">Fig 18. Price updated only on the individual product.</span></strong></p><p><br></p>
