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May 8, 2024
Question

Hi,I want to create automation to send invoices to customers. Could you write me some ways to set up that automation?Thanks

  • May 8, 2024
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1 reply

May 8, 2024

Hello and welcome to the Community, support-getdynam

 

You can automate invoices with our recurring transaction feature in QuickBooks Online (available in Essentials, Plus, and Advanced). 

 

This allows you to create templates for regular transactions, like invoices, and you can indicate whether it should automatically send emails. For full info on creating recurring transactions in QBO, see here.

 

If you're using QBO Simple Start and would like access to this feature, you can upgrade your subscription today without losing any data. Here's how. Any questions, please do get in touch!