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luis27
March 2, 2021
Question

How do you add a month variable in the description of arecurring invoice? For example... Retainer for March, Retainer for April, etc.

  • March 2, 2021
  • 23 replies
  • 0 views
Original commenter did not share additional details

    23 replies

    Rustler
    Rustler
    March 2, 2021

    There is no variables in any part of QBO, including scheduled transactions

    luis27Author
    March 2, 2021

    Hmm... Amazing how a simple thing is not available. Thanks.

      Losangeles
      November 15, 2021

      Does anyone have information on a monthly dynamic variable since this last post?

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      March 2, 2021

      @luis27 

      You may need an additional app to do so.

      Douglas2468
      July 23, 2024

      Is there a way to make it a dynamic footer like in Excel or word. I would like the message to be the current month and service in the message box:  

       

      "July Service"

       

      • I would like it to apply to all invoices, not just one customer
      • I would like this to apply on my recurring invoices, so each month the message changes to correspond with the current month.
      • If this is not a possibility, is there a way to perform a "Batch Entry" in the message box for all recurring invocies.
      • Lastly, I would like a 2 day work week, dogs that never die, and all the pizza I can eat and not get fat. Oh and world peace..  Am I asking for too much?

       

      BTW - I've not had any luck by sending feedback to the "Team" either. This does seem like a rather easy thing to add. Shouldn't it be in there already?

      JorgetteG
      July 23, 2024

      Thank you for sharing your concern in the Community, Douglas2468. I can see how important it is for you to customize your invoices in QuickBooks according to your preferences.

       

      Currently, this feature is unavailable in QuickBooks, but we recognize the significance of this functionality for our users, and your feedback is extremely valuable. Please know that we are actively working to enhance our software and improve the user experience based on your insights.

       

      I want to assure you that we have a dedicated team diligently working to implement these suggestions. Stay informed about the latest updates by reviewing Intuit's Product Updates webpage.

       

      Additionally, we wish to draw attention to pertinent resources within QuickBooks that could greatly aid your invoicing responsibilities and facilitate the management of financial reports:

       

       

      If there's anything else I can assist you with apart from managing invoices, please let me know in the comment section. I'm here to help.

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