LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
mfitz3
Level 1

How do I set up automatic invoices ?

I have a few clients who have to be sent an invoice monthly to process payment. How do I automate this process for these repeat customers and services?

1 Comment 1
MariaSoledadG
QuickBooks Team

How do I set up automatic invoices ?

Automatic invoicing may provide greater accuracy by utilizing preconfigured templates that include the correct data every time invoices are sent to your clients. At the moment, the option is only available when using you're using QuickBooks Online (QBO), mfitz3.

 

You can continue sending invoices to your clients manually. Another option is to upgrade your QuickBooks plan to QuickBooks Online if you want to avail the automation feature. I've added this link for you: Get Started with QuickBooks Online.

 

In case you decided to keep Solopreneur for your business, learn how you can record invoice payments: Record Invoice Payments.

 

To know more on what are the changes once you switch to QBO, I've added this for you: Learn What Changes When You Upgrade from QuickBooks Solopreneur to other QuickBooks Online Editions.

 

If you have any other questions or concerns when sending invoices, let me know so we can keep in touch. We're always here ready to assist you anytime.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us