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Buy nowHi @ChristieAnn
Thanks for stepping in. New templates are not the problem. It's the existing templates that I need to update. these are templates that have been automatically producing invoices every month, in some cases for years. these 'old' templates need to have the line item price updated. So that they can continue to produce invoices for our customers, but with the correct price.
It's interesting that you mention the 'checkbox', so many of your collegues didn't know it existed. This you may find hard to believe, but it doesn't really matter. Because, as I'm sure you've found out, it doesn't actually do anything.
You appear to be suggesting that I need to edit the template, select the line item i want to update, then change it to a different product, then change it back. If I'm correct, what does checking the box do?
I'm completely baffled by your comments just before and after your screen clip.
I suggest that you create a recurring invoice with a service item with a price of $25. Then once you've set it to reccurre every month, go to products and services and change the price of the service in the recurring template to $30. Don't forget to check the checkbox, if you can find it. (if you can't see it let me know and I'll tell you what you need to do)
Then go back to your template and see if the price has updated.