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How can I display billing period in a monthly recurring invoice?

 
3 Comments
Community Manager

Re: How can I display billing period in a monthly recurring invoice?

Hello mike105,


QuickBooks can assign one term for an invoice, example Net 30, Net 45, Net 60, etc. There's an option to show the billing period for the recurring invoice. You'll going to create a custom field. Let me show you: 

  1. Click on the Gear icon.
  2. Choose Custom Form Styles.
  3. In the Content tab, check the box for Custom Name.
  4. Enter the billing period. 
  5. Click on Done.

If you need anything else, please let us know. 

Active Member

Re: How can I display billing period in a monthly recurring invoice?

Actually, I would like to set up a recurring hosting invoice but need to label the invoice as being for the period of June, 2019 and then when it send the next month it would label as being for July, 2019 and so forth...

QuickBooks Team

Re: How can I display billing period in a monthly recurring invoice?

Hello, mike105.

 

Let's create a scheduled recurring invoice and make sure to select Monthly for the Interval. Doing this will make the sent transaction follow the period/month that you’ve set. For example, if the invoice is due to be sent in July, then the label will say it’s for July.

 

I'll show how to set it up:

  1. Select the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Click New.
  4. Select the Transaction type and click OK.
  5. Enter the necessary information.
  6. Then, click Save template.

To know more about this, you can refer to these articles:

 

I'm just around if you have additional questions about this.