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December 14, 2023
Question

Can i automate invoices to be sent if the price is the same every month?

  • December 14, 2023
  • 1 reply
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I have clients that purchase services from me which are the same monthly amount. Can I automate the invoices to go out on a certain date?

1 reply

December 14, 2023

Yes, @accounts570.  I'd be glad to walk you through the process. 


You can establish a timetable for your invoices by inputting a recurring transaction in QuickBooks Online (QBO). This recurring transaction generates a sequence of transactions based on the schedule you define. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon, then select Recurring transactions.
  3. On the page, select New and choose Invoice from the Transaction Type drop-down. Then, click OK.
  4. Enter the template name, then select Scheduled from the Type drop-down.
  5. Fill out the necessary information.
  6. Click Save template.

 

Once you choose the recurring transaction to be sent via email, it'll be sent automatically. For more guidance, you can check out these articles:

 

 

You might also want to make some changes to your recurring transactions. Here's an article you read for the detailed steps and information: Edit a recurring template.

 

Let me know if there's anything else you need help with managing your invoices. I'm always here to help you anytime. Take care and keep safe!