From the "Client Menu", when you press on a "Record ID" for a "Recurring Invoice", a window opens for editing the information.
To make changes, highlight the current information in the field to be changed and overtype the new information into the field. For drop down windows, simply click on the arrow and select the new information.
Once you have finished changing your information, click the "Save Changes" button.
To continue to Chapter 3, Section 5 Editing Invoices with Payment Terms, press here.