How to Edit the Name & Notes for Recurring Orders
Learn how to update the name and internal notes for recurring orders without affecting order schedules or quantities.
Written by Garrett Corwin
Last updated1. To edit the customer name for a recurring order, click "Options" then "Edit Customer"
2. A form will appear where you can change the customer's name. Select "Update In Progress Child Orders" to push the new name on existing "In Progress" orders
3. Click "Submit"
4. To edit the notes for your recurring order, click "Options" then "Edit Notes"
5. A similar form will appear. Adjust the notes, then decide if you want the update to impact in progress orders. Click "Submit"
