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A
accounts-rapidvi
October 22, 2021
Question

If I want to set up a re-occcuring invoice but need to put a date range in the discription which changes each month is there a way to do this?

  • October 22, 2021
  • 1 reply
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1 reply

JoesemM
JoesemM
October 22, 2021

I appreciate you checking in with us, @accounts-rapidvi.

 

You can create a scheduled template for your recurring invoices. However, you'll need to manually edit the description column every month since this is unavailable.

 

The recurring transactions feature in QuickBooks Online will help if you have invoices, bills, and other transactions that occur regularly, you can save all or part of their data to use again.

 

  1. Select the Gear icon on the Toolbar.
  2. Under Lists, select Recurring Transactions.
  3. Click New.
  4. Select Invoice as the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose Scheduled as a Type.

 

I also found these handy articles about managing recurring transactions in QuickBooks Online, you can consider reading the topics here if you need additional references:

 

 

Additionally, you can open this link and go to the Income and expenses section in case you need tips while working with QuickBooks or (invoices, sales receipts, receive payment, customers, vendors, clients) in the future.

 

Don't hesitate to drop me a line if you have other questions about QuickBooks Online. I'm here to help, @accounts-rapidvi.

P
PointmanHall
October 26, 2021

I also am wanting to know the same thing, but I don't think what you've replied with ultimately answers the question.

 

I believe that what the original poster is wanting to know is, is there a way, without having to manually go into the recurring transaction each time to edit say a Service Date Range customer field, so that it updates every month with a new set of dates.

 

i.e. I have a Service Date Range custom field that I created. Every time my recurring template creates the Invoice, I would like for the Service Date Range to be populated with the Invoice Date plus the date 30 days from the Invoice Date...so basically 10/19/21 - 11/18/21  

A
Ashleigh1
October 26, 2021

Hello PointmanHall, thanks for commenting on this post,  So you will have to do it manually there is no other way. 

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