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February 8, 2024
Question

I Have Invoices in recurring list - how can i automatically send them each month so I just have to come and record payment?

  • February 8, 2024
  • 1 reply
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These are montly dues invoices that need to billed and payment received on

1 reply

February 8, 2024

Thank you for reaching out to the Community, krystal. Let me explain how you can manage recurring invoices in QuickBooks Online (QBO).

 

If you have a list of invoices in your recurring transactions, you can modify the interval and start date to set a specific month for sending them. Also, you can check the "Automatically send emails" box to let the system execute the command once it's written.

 

Here's how:

 

  1. Go to Settings and then select Recurring transactions.
  2. From the Action column, click Edit for the transaction you want to modify.
  3. Select Scheduled from the Type drop-down.
  4. Under the option, check the Automatically send emails.
  5. Choose the Interval and the Start date.
  6. Hit Save template.

 

For future reference, you can visit this link if you're having trouble with your recurring transactions: Fix failed recurring transactions in QuickBooks Online.

 

Feel free to post any time if you have other questions or concerns about recurring invoices in QBO. I'm here to provide you with the assistance you need.