Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Essentially, we are pre-selling inventory that isn't going to arrive for months out.
Customers can reserve their product for $100, and choose their color, spec, etc. ahead of time.
We are using Shopify to do this and it's linked to quickbooks using the Quickbooks Online by Onesaas app.
When inventory arrives I'll need to send each customer an invoice for the remaining balance of $2,900.
Is there a way to do this automatically? We have over 1000 customers and it will be very hard to do this manually and avoid duplicates.
Welcome to the Community, Ben Beachman.
You can create recurring transactions to automatically send a scheduled invoice.
Here's how:
I've included a detailed resource about working with recurring transactions that may come in handy moving forward: Create recurring transactions
I'll be here to help if there's any questions. Have a great day!
Onesaas is not enough for your case. Consider having a 3rd party app to integrate with your QBO and Shopify with more features (e.g order management, invoicing, receive payment). It costs $109 per month for 3 mobile devices and 5 users.
What app do you reccommend?
Send your business email address in a private message to us. We will introduce you directly to the app developer.
Hello again, @Ben Beachman.
QuickBooks integrates with hundreds of third-party software developers. While I’m unable to recommend an app, I can route you to the website where you can look for an application specific to your business needs. From there, you can integrate the app to QuickBooks Online (QBO).
Additionally, to view a wide range of options, use specific keywords to narrow down the search. You can check the reviews from other customers to help you decide which app suits your business type and needs.
Let me know if you have any additional questions by using the Reply option below. I'm here to ensure your continued success. Have a great day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here