After creating a Recurring Billing (click here), you can easily edit it from the SalesVu Portal. To do so, follow the steps below:
Note: You can only edit billings with the status 'Active' or 'No CC On file'.
1. Log in to SalesVu.com
2. Click on 'Recurring Billing'
3. Click on 'Advance Option' and use the filters to locate the billing of your choice
4. Check the billing of your choice
5. Click on the three horizontal dots, then click on 'Edit'
6. Select the products or services of your choice
7. Complete the process of updating the billing