On Quickbooks Self Employed is there a way to automatically send out invoices to customers on a certain date every month?

Hey there, @maxkunik.

The option to automatically send out invoices to customers on a certain date every month is unavailable in QuickBooks Self-Employed. For now, you have to manually send your transactions to your clients every time they reoccur.

If you require more advanced bookkeeping features, I recommend upgrading to QuickBooks Online. With QBO, you can create templates for recurring transactions, such as recurring invoices, which can simplify your tasks.

To upgrade, visit our website's Plans & Pricing page and select the plan that best fits your needs. For guidance on switching from QuickBooks Self-Employed to QuickBooks Online, you can refer to this article: How to switch from QuickBooks Self-Employed to QuickBooks Online.

Once you've transitioned to QBO, follow these steps to create a template for recurring transactions:

1. Go to Settings and select Recurring transactions.
2. Click New.
3. Select the type of transaction to create, and then click OK.
4. Enter a Template name.
5. Choose a Type: Scheduled, Unscheduled, or Reminder.
6. Complete the fields and select Save template.

For a comprehensive guide, you can refer to this resource: How to create templates for recurring transactions in QuickBooks.

If you have any further questions about sending invoices in QBSE, feel free to ask here, and I'll be happy to help. Have a great day.