Automatically enter the following month on invoices as part of product description

kendjr · ‎March 15, 2023

We bill this month for services delivered next month. The service is the same each month, so we have the invoices created automatically in Quickbooks online.

We currently go into each invoice each month to add the Month and Year of the following month so the customer understands what month the invoice is for.

Is there any type of merge field we cut enter in the product description that would automatically insert the following month and year on a recurring invoice?

Thanks,

Ken

Mark_R · ‎March 15, 2023

It's good to see you here in the Community, @kendjr.

At this time, adding the following month and year as part of the product description on the recurring invoices isn't available.

I understand that this option is beneficial to you and your business. As a workaround, you can manually enter the information you want to add to your recurring transactions.

While this option isn't available, I suggest submitting feedback directly to our product engineers. They may look into this suggestion further and consider adding the option in QuickBooks Online (QBO). To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

Please touch base with me here for all of your QuickBooks needs. I'm always happy to help.

View solution in original post

Mark_R · ‎March 15, 2023

It's good to see you here in the Community, @kendjr.

At this time, adding the following month and year as part of the product description on the recurring invoices isn't available.

I understand that this option is beneficial to you and your business. As a workaround, you can manually enter the information you want to add to your recurring transactions.

While this option isn't available, I suggest submitting feedback directly to our product engineers. They may look into this suggestion further and consider adding the option in QuickBooks Online (QBO). To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

Please touch base with me here for all of your QuickBooks needs. I'm always happy to help.

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Automatically enter the following month on invoices as part of product description

Automatically enter the following month on invoices as part of product description

Automatically enter the following month on invoices as part of product description

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