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June 27, 2020
Question

If i create the invoice by myself than i have to upadate at every time ? Its not possible if its update at next automatically?

  • June 27, 2020
  • 1 reply
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1 reply

MariaSoledadG
June 27, 2020

I can only think of two scenarios for this, seastoneconcrete.

 

If the invoice created was already paid, you'll have to manually update and mark it as paid. Here's how to record a payment.

  1. Click + New.
  2. Select Receive Payment.
  3. Select the name of the customer from the drop-down menu.
  4. From the Outstanding Transactions section, select the transactions that you’d like for QuickBooks Online to calculate. As you select these items, the payment total will change.
  5. Select the payment method.
  6. Enter Reference no. and Memo if applicable.
  7. You can either deposit the money to your transaction account or to the Undeposited funds' account.
  8. Select Save and close.

On the other hand, if you'll want QuickBooks to automatically invoice your customer, you can set up a scheduled recurring invoice. Here's an article for the detailed steps: How To Create A Recurring Invoice And Manage Recurring Transactions.

 

To give you more information about managing your customer, go over to this article: Manage Customers And Income.

 

Please touchbase with us if there's anything else you need. I'll make sure to get back to you.