Question

Is there a way to insert a variable for month & year inside the description of a reccuring invoice? I do monthly billing where the customer needs to see current month/yr.

Forum|Forum|7 years ago
January 11, 2019
17 replies
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Original commenter did not share additional details

QuickBooks Online

As a new QBO user I need this feature too, i'm reading a lot of popular feature request thats are being there for Years and I never see one of them being implanted.

Are your developper are doing something ?

Could we get access to a monthly feature release ?

M

mattk3

new QBO customer, just assumed this was a feature... its 2021. When will it be implemented? Crazy that it hasn't been in place for years

R

ReymondO

Good day, @mattk3.

I definitely understand how it can be frustrating to sign up for a service and have it not work the way you think it should be.

For now, there are no specific timeline on when this feature would be available in QuickBooks Online.

Since our developers based the adding of features by the number of requests they received from customers like you, let me send another feedback on your behalf. The more request they will get, the likely it'll be implemented in the future.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

O

opia

Hi,

Here to also request. It's now mid 2021 and there are 2 pages to this thread of people asking for the feature. The subscription to Quickbooks is a premium fee, especially now that you are billing per "employee" for payroll. So I would like QBO to make our admin lives easier and add this feature. It seriously isn't hard to add a variable to a template that pulls the month and year of the invoice date, or month+1 to set the billing period for the following month.

As you are charging a premium, I and other customers will look elsewhere for the features required. We run a business and can't afford to waste admin time of this sort of menial task.

Please add the feature, after 2.5 years of asking for it!

Regards

P

pc7

6 years of requests and counting. It is an appaling statement of our Quickbooks feels about its customers.
Just how do you decide what features to change ?
I want a variable insertion in invoices too.

Fiat Lux - ASIA

Another option, consider having a subscription management app to integrate with QBO. They offer the starter plan for free to manage up to 20 customers.

K

Kaari

QB teams I believe this is very important feature which I see from three years ago has not been addressed. we are at a point where we are looking for an alternative as our customers are screaming when an invoice comes without a specified month hence making the recurring process counter productive as we not have to manually add the months. Do you have timelines when this will be fixed as this needs to be address fast and urgently.

Thank you and looking forward to your response.

Regards,

Kaari Njeru

H

Hossein

I can see this discussion is still not resolved after 3 years. Is there any update from Quick book on this?

To Quick Book support: At the minimum you can make the current month that invoice generated available as a variable on description.

MariaSoledadG

Allow me to share a few information about this and guide you on how to check for any updates, Hossein.

I know how this feature may be useful for the business. You'll want to check for any updates on the Customer Feedback page. If the request has already been submitted, you can vote for it. Please know the more votes it gets the bigger chances of this being implemented,

However, if the feature hasn't been submitted yet, you can request it yourself. In the meantime, I'll also take note of this and will submit it to our engineers. In addition, you can record invoice payments in two ways. For more information, check out this article for your guide: Record Invoice Payments In QuickBooks Online.

Feel free to let me know if there's anything else you need with the recurring invoices. We're always here to make sure you get the help you need.

I

imitchell

Having gone back and read all these requests for data variables and the lack of implementation, I am left with the unfortunate conclusion that QuickBooks does not care about its customers. This is a horrible indication that you need competition to improve rather that make simple incremental improvements supported by your considerable revenue stream.

C

CH360

I've just posted feedback again regarding this.

Seriously, it would take your developers around 10 minutes to substitue %month%, %year%, etc with the relevant information from the invoice date - significantly less than the amount of time I have to waste manually changing my (not so) automated invoices!

C

CH360

Lol - how ironic. I received this email today.

This will be why the developers haven't implemented it - they tried in emails but couldn't get it to work!!!!

J

JCOM-Raph

Hi !

I really need this fix.

Have you finally done it ?

Thx !

Q

QueenC

Hello there, @JCOM-Raph.

I can see the urgency of wanting to have the feature to add variables on invoices in QuickBooks Online (QBO). However, based on the latest update, it isn't available still. You'll want to visit the Customer Feedback page to check on updates regarding this feature moving forward. You can also go ahead and vote for this feature or submit your own request to be added to the list and get the latest updates through mail once available.

Here's how:

Go to the Gear icon, and tap Feedback under Profile.
Enter your comments and product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through or Skip and send message.
From the drop-down, choose a category then select Send message.

Additionally, changing a recurring transaction can be tricky, but allow me to add this article that you may use in the future: Edit a recurring template in QuickBooks Online.

If there's anything you need in managing your invoices, feel free to reply back on this thread. I'm always around to help. Have a great day!

W

Wasapi

Quickbooks online is really retard in terms of variables.

Inserting variables should be VERY easy in recurring transaction.

%%Year-current%%

%%Year-next%%

%%Year-previous%%

%%Month-current%%

%%Month-next%%

%%Month-previous%%

%%Customer-Hourly-Rate%% ... another thing missing - Can't believe it.

In fact, simpler would be to allow us to create those variables ourselves.

M

merryfield@gmail

I found a way of achieving it by modifying the template label each month, but how bizarre is it that it's the only way I can achieve something that should be basic functionality.

see attached screen shot

I have to say that if I couldn't achieve it, and had to go into each invoice each month to modify the date, I would be looking elsewhere for a product that has this functionality.

L

LeizylM

Hi there, merryfield.

I can see how beneficial to add variable on invoices in QuickBooks Online (QBO). As my colleague mentioned, the feature you're trying to access is unavailable.

To help you get through this, I'd recommend sending feedback to our Product Development Team. This way, once they see your recommendation, they'll consider adding it to the next program update.

You can follow the steps provided by my colleague above on how to submit feedback.

In addition, utilize this article that can serve as your guide on how to customize invoices, estimates, and sales receipts in QuickBooks Online

Keep your post coming if you need more help about managing your invoices in QuickBooks Online (QBO). I'm always here to help.

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