Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Recurring and manually Invoicing

Good day, I have invoices that are recurring and invoices I have to do manually. 

How do i know which ones has to be done manually, as I need to adjust the manual invoices according to each clients monthly telephone calls. 

 

The ones that are recurring, are ones with a set amount monthly. 

 

The invoices that have to go out manually are charges that differ from month to month per client, depending on their call costs. 

SO... What I want to know is, how do i know which clients I have to invoice manually, as i dont know where to look for them? 

1 Comment
Community Champion

Recurring and manually Invoicing

Gear icon>Lists>Recurring Transactions

 

Here you will see all invoices set to auto-post. Since you have several that require a monthly edit I would suggest setting all of those to "reminder" status instead of autopost. You will be reminded and prompted to enter each of those, giving you a chance to edit as necessary before saving

Need to get in touch?

Contact us