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Buy nowWhat kind of business do you run? SaaS?
Hi, I run a digital marketing agency, so I invoice monthly (once a month) for Ad Mgmt Services and create one off invoices for projects/launches.
Hi, I own a digital marketing agency, I invoice clients monthly for retainer services and create one off invoices for projects, launches and consulting as needed.
Welcome to the Community, PierceMedia. I'll be happy to address your concerns regarding invoicing in QuickBooks Online.
When creating an invoice for your customers is free of charge. You can add the product or service you're selling to an invoice and then send it to your customer via email. You can visit this article for guidance on how to create and send invoices: Create invoices in QuickBooks Online.
Also, QuickBooks Online allows you to create templates for recurring transactions, such as invoices. You can check this link to help you set up and make the most of recurring templates: Create recurring transactions in QuickBooks Online.
With regards to receiving customer payments, you need to sign up for QuickBooks Payments, which allows you to add links to invoices so customers can pay online.
On the other hand, your customer can pay you and use a third-party payment provider.
Moreover, if you want to personalize your invoices and add specific information, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have any other concerns regarding invoicing or related matters, feel free to get in touch anytime. We're always available to help and ensure everything is taken care of. Have a great day.
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