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centralcoastalar
February 28, 2023
Question

Ho w do I set up automatic invoicing for repeat customers

  • February 28, 2023
  • 1 reply
  • 0 views
We have about 100 customers who we bill for a subscription service on an annual basis and we have just upgraded our QB subscription to allow for this but Im not sure how to do it? Can anyone help?

1 reply

M
MadelynC
February 28, 2023

I can certainly help you to set them up automatically, @centralcoastalar.


You’re correct. QuickBooks Online offers a feature to send out invoices on a regular basis. To do that, you can create a schedule recurring template. I‘m glad to walk you through the process:

 

  1. Select Gear the Gear icon, then click Recurring transactions.
  2. Tap the New button.
  3. Choose Invoice for Transaction Type and then press OK.
  4. Enter a template name.
  5. For Type, select Scheduled.
  6. Select Automatically send emails.
  7. Complete the rest of the form and then select Save template.
  8. Repeat the steps above for each customer you’d like to create a recurring invoice for.


Check out these resources to learn more about creating templates for recurring transactions:

 


In case you want tips on how to automatically or manually send reminders to customers when your invoices are or are soon to be overdue, you can open this article: Send invoice reminders automatically or manually in QuickBooks Online.


If you’re interested in learning more about the feature, please feel free to mention me at any time. I’m always here to help. Have a great day and always take care!

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