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August 21, 2020
Question

We need to create recurring invoices. however the item description needs to mention month.

  • August 21, 2020
  • 1 reply
  • 4 views
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1 reply

Level 4
August 21, 2020

Hi there, @ diamondbright.

 

 

When creating recurring invoices, you can edit the item itself so that the description will automatically be added.

 

If it's a different month on the item description, you'll have to manually update it when sending a recurring invoices. 

 

You can set up scheduled recurring invoices to automatically send to the customer. Here's how to set up the scheduled invoice template:

 

  1. Click the Gear icon on the top menu.
  2. Choose Recurring Transactions. Click New. Then, choose Invoice from the Transaction Type drop-down.
  3. Enter a Template name.
  4. Choose Scheduled from the Type drop-down.
  5. Choose to Add new from the Customer drop-down. Then, choose a customer name.
  6. Enter the detailed information that would be the same for each customer.
  7. Click Save Template.

I've got you an article for more information about setting up recurring payments in QBO: Create recurring transactions in QuickBooks Online

 

Let me know if you need further assistance. I’m always here to help.