Recurring Invoices & Unbilled Charges

I appreciate you reaching out to us, -djd-.

I'll share details to ensure this gets resolved for you.

To zero out the balance forward shown on the invoice, we can separately create an invoice for the existing balances of the $2 amount. This amount is based on the previous balance transaction that was not invoiced. Thus, it appears that these balances are carried over to the current invoice and are still unpaid.

From the link you've provided, unbilled charges are non-posting transactions as these won't affect the customer's balance or the Accounts Receivable balance. That said, I'd suggest going over these previous balances and creating an invoice to rule out the $2 amount on the current invoice.

Please know that the $1 amount created on the current invoice, will only appear and allow the customer to pay the invoiced $1 value. That is why it only charges your customer a $1 amount.

Moreover, I've added this article to guide you on what reports you'll need when reviewing your business's financial stability: Run reports in QuickBooks Online.

We'd be delighted to have you here again, -djd-. If you have additional clarifications with recurring invoices, you're always welcome to add them below. The Community is here to help. Take care!

Thanks for that info Fate but I’m afraid I still don’t understand how (or if it’s even possible) to

“get the variable charges auto billed and paid? Or will the Customer have to each time manually change the amount due?”

We would like customers to have the option to autopay their invoices and make it simpler for everyone to manage. 

Allow me to join you here and offer my help, -djd-.

At the moment, your client will only see the total amount of the invoice when paying it online. The balance forward or the unbilled charges will not be included in the payment amount.

As a workaround, there are two options to let the customer pay the whole amount.

First, let the customer click the Edit amount link beside the total amount. Then, enter the total amount due that includes the unbilled charges. 

Second, edit the invoice and add the unbilled charges or billable expense. Here's how:

1. Open the invoice and click the Expand arrow or icon in the right-hand corner of the transaction.
2. Look for the unbilled charge or billable expense, then click Add.
3. Click Save and send.

Once done, let the customer use the second link so they can pay it with the whole amount. 

I would also suggest sending feedback about being able to add the unbilled charges in the total payment amount. It will be forwarded to our product engineers for review when designing new updates. Please see this article for more details: How Do I Submit Feedback?.

Allow me to share these articles as well in case you need guidance when managing invoices in QBO:

• Set up Autopay for Recurring Invoices in QuickBooks Online
• Send Invoice Reminders Automatically or Manually in QuickBooks Online

Let me know if your customer was able to pay the entire amount. You can also ask more questions if you need anything else. We're always here to help. 

Thanks folks. These all seem a lot more “hacky” and cumbersome than I would have thought.

what is the “include unbilled charges” option meant to do on a recurring invoice if it requires either me or the customer to manually adjust what we’re billing or paying??

Thanks again