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Level 1

Can quickbooks auto generate invoices to many individuals if i want to create a webinar that people have to pay to attend?

 
2 Comments
QuickBooks Team
QuickBooks Team

Can quickbooks auto generate invoices to many individuals if i want to create a webinar that people have to pay to attend?

Thanks for checking in with us, barry14.

 

In QuickBooks Online (QBO), we can create recurring invoice transactions to send to your customers. Then, you can choose the types of payment that you accept for the people who attend the  webinar.

 

Here's how:

 

  1. Select the + New icon on the top menu and choose Invoice.
  2. Fill up the details on the invoice.
  3. Tick the Make recurring option below.
  4. Customize the Recurring Invoice:
  5. Enter a template name.
  6. Under the Online payments section, choose the types of payments that you accept (either Credit Cards or Bank transfer). 
  7. Select Scheduled under the Type drop-down.
  8. On the Options section, you can mark the following; Automatically send emails, Print later and Include unbilled charges option. 
  9. Set the interval.
  10. Set the Start date to at least one day in the future. Then, change the End date if you want this transaction to recur for an unlimited time.
  11. Tap Save template.

For more details about this one, you can check out this article: How to create a recurring invoice and manage recurring transactions.

 

To learn more about recurring transactions, please refer to these articles:

 

I've got a link here where you can find articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/07?product=QuickBooks%20Online.

 

I'm just one click away if you need a hand with running financial reports or any QBO related. I'm always here to help. Take care always.

Level 15

Can quickbooks auto generate invoices to many individuals if i want to create a webinar that people have to pay to attend?

@barry14 

Did you decide to use any certain webinar app? There are a few apps supporting QB.

Need to get in touch?