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priyankam
November 1, 2024
Question

Setting up recurring invoices that change monthly

  • November 1, 2024
  • 1 reply
  • 0 views
I would like to set up recurring invoices where I have time to go in and change the amount of services they used in a period. I teach lessons and some months they take 4 lessons and some months 5 lessons (their base rate stays the same) so I would like the invoice to be created and not sent out giving me time to modify how many lessons they have taken that month.

I initially tried scheduled but even if you do not click the automatically send emails, it will still automatically send emails. Thanks!

1 reply

J
Jelayca V
November 1, 2024

You can create a Reminder or Unscheduled recurring transaction template to adjust the service amounts without automatically sending emails, @priyankam. I'm happy to provide more details to help you set this up.

 

When creating a Reminder recurring template, you’ll receive a schedule to prompt you to prepare transactions. This method is ideal for transactions requiring adjustments, as invoices are saved as drafts for your review and finalization before being sent.

 

Alternatively, you can create an Unscheduled one, which allows you to save a template with partial or complete data without a set schedule, meaning nothing happens until you decide to use it.

 

To create either a Reminder or Unscheduled template, kindly follow the steps outlined below:

 

  1. Navigate to the Gear icon, then Recurring transactions.
  2. Click on New.
  3. Select the desired type of transaction you wish to create, then OK.
  4. Enter a Template Name and select a template Type: Scheduled, Reminder, or Unscheduled.
  5. Save template once done. 

 

Regarding your second concern, we have received a similar case. In the meantime, we can try some troubleshooting steps to see if this issue about your recurring transaction is related to your browser.

  

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If it won't set out, please return to your regular browser and clear the cache for a fresh start. Additionally, switching to other supported browsers could also be worth a shot. 

 

You can also visit these articles that you might find helpful in managing your invoices and customer payments in QuickBooks: Record invoice payments in QuickBooks Online.

 

I’ll be available in the Community forum if you have additional questions about your recurring transaction and sales forms. Please click the Reply button below, and I'll respond to you quickly.

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