You're just doing great, @RK-PI. It's good to know that you're using an essential QuickBooks Online (QBO) feature to handle your tasks. I'll share additional insights about your query.
Setting up a template for recurring invoices is the best way to handle your monthly billing customers. I've got some articles for further guidance on how to utilize this option easily and save your time with invoicing your customer:
Furthermore, you'll want to set up and use the GoCardless app in QBO so you can collect direct debit payments and ensure that invoices are paid on time. Simply follow these articles for the detailed process:
I'm always around and ready to help if you have more questions about managing your invoice transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Have a great day ahead!
