The automation tool in QuickBooks Online is absolutely time saver, @mvp2885.
A recurring transaction authorizes automatic features.
When you create a recurring transaction, it’s essential to include their email credential so your client will be notified.
This also ensures they'll get a copy of the transaction you’ve processed. Just make sure you select the “Automatically send emails” option, so they can receive it every time it occurs.
I have resources here that give additional concept on how this tool works and how to properly set up:
In case you want to make a more personalized template in the future, here’s a visual reference to do it: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Leave me a message below if you need anything else with QuickBooks. I’ll be around to help. Keep safe.
