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G
GioLacYCB
August 20, 2023
Question

invoice by customer type

  • August 20, 2023
  • 1 reply
  • 0 views

I have QBO Advanced and have my customers grouped by Customer Types for as a way to identify Annual Subscription rate.  I'm looking for a way to add an invoice (or bill, etc..) so that their annual subscription is automatically added to their account.   I'm looking to automate this (if possible) so same product / fee can be added to a specific Customer Type.  I have 6 different Customer Types in my system.

 

Thanks

1 reply

J
JamesM4
August 21, 2023

Hi there,

 

It's great to have you join the QuickBooks Community. QB Online is a robust program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

 

The  function you've described above isn't available as QuickBooks. I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product features and improvements are largely based on the valuable feedback we get from users like you.

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.

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