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August 6, 2023
Question

Is there a way to make all existing open invoices into recurring invoices in a batch? I have to go thru 1 by 1 every 2 weeks across multiple projects and remind clients

  • August 6, 2023
  • 1 reply
  • 2 views
Is there there a feature in QBO that will save me time rather than creating a recurring template and editing every invoice 1 by 1?

1 reply

QuickBooks Team
August 7, 2023

Thank you for using the recurring transactions, @craftlandsurveyi. We can imagine how time-consuming it can be to create recurring transactions one at a time. We're here to share information about it. 

 

We understand that you must have the option to make all existing open invoices into recurring invoices in a batch. However, this feature is currently unavailable. 

 

As a workaround, you can utilize the invoice reminders feature for the invoices that are or are soon overdue. You can send it manually or automatically.

 

Automatic reminders go out a few days before or after the due date. You don't need to track the dates yourself or worry about sending too many reminders. 

 

Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales tab.
  3. In the Reminders section, select the Edit icon.
  4. Turn on Automatic invoice reminders.
  5. Select the dropdown for Reminder 1, and turn on the toggle switch.
  6. From the dropdown fields, choose days and before or after to tell QuickBooks when to send the reminder. You can schedule and send email reminders up to 90 days before or after the invoice due date.
  7. You can create second and third reminders as needed.

 

Otherwise, you can set up reminders manually and send them by batch if you want to do it manually instead of automatic reminders.

 

Here's how:

 

  1. Go to the Sales tab, then select Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive payment dropdown, select the Send Reminder option.
  4. Then customize your message, and Send.

 

Feel free to check this article for further details: Send invoice reminders automatically or manually in QuickBooks Online.

 

We'll share this link for future reference if your customer pays the invoice: Record invoice payments in QuickBooks Online.

 

Keep us posted if you have clarifications or additional queries in managing invoices and other sales transactions in QuickBooks. Take care always!