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Level 1

Auto populate service period on reoccurring invoices

90% of our billing is reoccurring, typically monthly or quarterly for services; billed in advance. Our customers prefer to have the service period noted on the invoice. For instance on a quarterly billing we will have in the line item description 'Water treatment services for the period 1/1/2020 thru 3/31/2020."


Currently we have memorized transaction with XX in the month field and have to go through about 600 invoices per month and update the XX for the correct periods.


Is there a way to do this automatically such that we do not have to touch and retouch these invoices every month/quarter?




1 Comment
Fiat Lux - ASIA
Level 15

Auto populate service period on reoccurring invoices

You may need a 3rd party billing app to do so

Screen Shot 2020-05-08 at 12.44.47 PM.png


Unfortunately is only supports QBO. You can import the Invoice data into QB Desktop file by using another 3rd party importer tool.

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