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C
Clare Foulkes
April 21, 2019
Solved

invoice recurring

  • April 21, 2019
  • 2 replies
  • 0 views

Can anyone tell me is it possible to edit recurring invoices in batches? I have over 100 invoices set up to reoccur monthly and I want to edit all of them to include the paypal payments option and to make them generate 7 days in advance. Can I edit them all at the same time and if so how? Really appreciate your help!

Best answer by ShiellaGraceA

Hi Clare Foulkes,

 

Editing recurring invoices in batch is unavailable. You'll have to edit them manually.

 

I'll forward this idea to our engineers to have this option added in the future.

 

You might want to check out this helpful article for your reference: How to edit a recurring template.

 

Feel free to post anytime in the Community. We're always here for you.

2 replies

S
ShiellaGraceAAnswer
Level 9
April 22, 2019

Hi Clare Foulkes,

 

Editing recurring invoices in batch is unavailable. You'll have to edit them manually.

 

I'll forward this idea to our engineers to have this option added in the future.

 

You might want to check out this helpful article for your reference: How to edit a recurring template.

 

Feel free to post anytime in the Community. We're always here for you.

    C
    chesneymr
    June 18, 2019

    YES a bulk/batch edit feature would be fantastic. I have the same issue as Claire. I need to modify over 100 recurring invoices and it's inconvenient and time consuming having to do them one at a time

      R
      Ryan_MModerator
      Moderator
      June 18, 2019

      Hi @chesneymr,

       

      Thank you for providing an overview of the issue you have. We always appreciate our customers providing feature requests since it allows us to improve on the product.

       

      Although we can't guarantee if and when a feature request will be implemented, you can visit The QuickBooks Blog to check what's new in QuickBooks. This way you can see what new features are added and understand how they can assist you and your business.

       

      In case you have a recurring transaction that doesn't send automatically, you can view the article provided. It lists a few steps you can try whenever you encounter a situation that a recurring template doesn't automatically send out an email.

       

      Drop me a comment below if you have any other questions. I'll get back to you as soon as I can.

      T
      tboyle
      December 6, 2023

      Hi has this been solved yet?

      Adrian_A
      Adrian_A
      Level 8
      December 7, 2023

      Hi, accounts.

       

      Having the option to edit recurring transactions by batch would be a great advantage for easy navigation. As of now, this option isn't available. 

       

      With that, I suggest sharing this product suggestion with our developers. Here's how to send your proposal:

       

      1. Click the Gear icon.
      2. Under PROFILE, select Feedback.
      3. Type in a few words as a description of your suggestion.
      4. Click Next.

       

      As of now, you'll have to modify the transaction manually. Here's how:

       

      1. From the Gear icon, select Recurring transactions.
      2. Locate the invoice, then click Edit.
      3. Make your changes.
      4. Click Save template.

       

      Furthermore, I've added this article as your guide about creating recurring transactions: Create recurring transactions.

       

      I'm always around if you have concerns about tracking transactions.

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