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sandy22
January 13, 2020
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Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

  • January 13, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by JonpriL

Hello @sandy22,

 

Let's select Reminder as the type of your recurring bill so you'll be notified when will your transaction be created.

  1. Go to the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Tap New.
  4. Select Bill.
  5. On the Type section, select Reminder.
  6. Enter all the information needed for your recurring bill.
  7. Click Save template.

Here's an article you can read to learn more about your recurring transaction: Create templates for recurring transactions.

 

I've also included this helpful article in case you'll bump into errors upon creating your recurring transactions: Duplicate transactions when using a recurring template.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

1 reply

Anna S
Anna S
January 13, 2020

Good afternoon, @sandy22.

 

We're glad to have you here in the Community and happy to help you with your recurring invoice reminders.

 

With reminders, you have to set auto invoice reminders to allow you to remember when the invoices are due. To turn them on in Online, you can follow the steps below:

  1. Go to the Gear Icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Click the Pencil Icon in the Reminders sections.
  5. Hit Save.
  6. Press Done.

Once it's enabled, you can set up the reminders:

  1. Click the Gear Icon.
  2. Choose Recurring Transactions.
  3. In the Template Type, select Reminder.
  4. Press the New button.
  5. Pick what the transaction type you want to create a template.
  6. Hit Ok.
  7. You can now set the conditions of the invoice reminder.
  8. Click Save Template. 

That's all there is to it! Now you can be notified before your invoices send.

 

I'm only a post away should you have any other questions. Wishing you the best now and in the future!

S
sandy22Author
January 14, 2020

Thank you Anna.

I'm not sure that this answers my question - I went thru the steps you mentioned, but that appears to address "invoice reminders" for customers who have not paid their bills.

My question is specifically about the RECURRING invoices that I have created in QB.

We are billing the same clients each year for website hosting. So I sent this year's bill and have scheduled the next invoice to go out in January 2021.

If my cost for the hosting changes, I would want to "update the invoice" before it goes out.

But the point of the recurring invoice is so that I don't forget to bill them at all, because that has happened in the past.

Is there a feature that will ALERT ME before a recurring invoice automatically sends?

I just would like a chance to review it before QB auto sends the invoice to a customer.

Does that question make sense?

thanks so much for the help,

Sandy

J
JonpriLAnswer
January 14, 2020

Hello @sandy22,

 

Let's select Reminder as the type of your recurring bill so you'll be notified when will your transaction be created.

  1. Go to the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Tap New.
  4. Select Bill.
  5. On the Type section, select Reminder.
  6. Enter all the information needed for your recurring bill.
  7. Click Save template.

Here's an article you can read to learn more about your recurring transaction: Create templates for recurring transactions.

 

I've also included this helpful article in case you'll bump into errors upon creating your recurring transactions: Duplicate transactions when using a recurring template.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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