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Level 7
November 12, 2018
Question

Hello,I work for a waste management co. Im currently switching them over to QB.We want to do recurring invoices, we bill quaterly. Confused about templates.

  • November 12, 2018
  • 1 reply
  • 6 views
Do I have to make each customer recurring individually or do I create a template for esch service the customer falls under?

1 reply

john-pero
Level 12
November 12, 2018

Hello, you can use a master customized template but must save and memorize each customer individually, there is no mass billing.