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S
sattracker
January 24, 2020
Question

I need to copy invoices (which is clear), but would like to increment the dates automatically.The invoices are bi-weekly with the same hours and description.

  • January 24, 2020
  • 1 reply
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1 reply

AddieC
AddieC
January 24, 2020

Hi there, 

 

Creating invoices is made simple when using QuickBooks Online! As a small business owner, time is money. That's why we've implemented awesome time-saving tools to help you focus more on doing what you love. I'll explain how you can take advantage of the Recurring Transactions feature to create bi-weekly invoices automatically. 

 

Follow the steps listed here to create Recurring Transactions: How to create a recurring invoice and manage recurring transactions. 

 

If you want to create the transaction every other week, select Weekly, then every two weeks. 

 

Simple as that! If you have any other questions, please don't hesitate to reach out to our tech support team. 

 

Have a great day. 

S
sattrackerAuthor
January 24, 2020

I do not see how your solution address my question.

 

I never mentioned that these were "simple" recurrences.  I need to see each individual invoice as was (to me) implied with the request of a copy. 

 

I would like to populate a contract term of lets say 10 invoices, with bi-weekly schedules with "default" amounts of time/tax/dollar, etc - then to be able to go in to each invoice individually and update a relevant invoice when necessary.

 

It may be that you did answer the question, but the explanation is not clear and I didn't want to execute the task without confidence this is the solution.

 

What is this referenced in the link you provided?  It's what I see and do not see these options in the invoice.

 

5. [conditional region="FR,GB" show_hide="hide"]Select Make recurring.[/conditional][conditional region="GB" show_hide="show"]Select Enable recurring payments.[/conditional][conditional region="FR" show_hide="show"]Select New, then select Invoice.[/conditional]

 

 

 

AddieC
AddieC
January 24, 2020

Hi sattracker. Thanks for reaching back out with more information about your goals. I want to make sure you're given the best possible advice. It's important to note that the Recurring Transactions feature is only available in QuickBooks Online Essentials and Plus.

 

If you feel that the Recurring Transactions feature isn't going to be right for you, I'd encourage you to reach out to our tech support team to discuss your needs in more detail.

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