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fandsinvestment
June 21, 2024
Question

What happened to recurring invoices you could look-up by guest in there register?Now you can only look at all the recurring templates

  • June 21, 2024
  • 1 reply
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1 reply

MsNorthPND18
MsNorthPND18
June 21, 2024

The View Recurring Templates option in the client's profile is not customer-specific, @fandsinvestment. the displays all the recurring templates you've created. I'll assist you in submitting a request for this feature since the recurring invoice look-up is unavailable.

 

We appreciate your feedback about our products. We have created a dedicated platform for you to send your comments and requests for new features to our product engineering team. You can also give feedback using the feedback tab on the Customer and Leads page.

 
 

 

We value your feedback and use it to improve your experience with the QBO. Our Product Development team will look at your input and make recommendations based on customer feedback.

I'm sharing these resources that will guide you in regards to recurring templates:


Feel free to comment down below, if you still have a query about recurring invoices and recurring templates. I will be here to answer. Keep safe!

B
BTSeven7
June 24, 2024

In what world would think removing the convenience of seeing a customers recurring invoices or transactions under their profile as a good idea? So now, we have to go find their recurring invoices in a new page, of a new area, that includes EVERY recurring transaction for 100's of clients and then adjust if needed.  Or when checking and reviewing a customer's recurring transactions we have to do the same? That's unbelievable.  I can't even process in my head how that decision or logic would follow.

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