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August 30, 2023
Question

when producing invoices, how do you get the program to automatically go to the next customer on the list?

  • August 30, 2023
  • 1 reply
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1 reply

August 30, 2023

Hello there, @chl7.

 

Currently, the option to automatically get the next customer on the list when creating an invoice is unavailable in QuickBooks Online (QBO).

 

The application is only able to assign a customer by selecting them manually from the dropdown. In this instance, you’ll want to consider proceeding with creating the invoice as you normally would. While we consider your idea, I suggest submitting this recommendation to our product development team.

 

Our product development team, doing so will enable us to comprehend what features business owners demand to use the product conveniently. To send your input, here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion.
  4. Click Next to submit feedback.

 

Additionally, we frequently update our products while considering your comments. It allows you to monitor the development of your feature request in our Feedback forum.

 

Moreover, you can check out this article for your reference when recording your customer's payments: Record an invoice payment.

 

Keep me in the loop if you have more concerns about invoices. I’m always here to help