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sandy22
Level 2

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

 
Solved
Best answer January 14, 2020

Best Answers
JonpriL
Moderator

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Hello @sandy22,

 

Let's select Reminder as the type of your recurring bill so you'll be notified when will your transaction be created.

  1. Go to the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Tap New.
  4. Select Bill.
  5. On the Type section, select Reminder.
  6. Enter all the information needed for your recurring bill.
  7. Click Save template.

Here's an article you can read to learn more about your recurring transaction: Create templates for recurring transactions.

 

I've also included this helpful article in case you'll bump into errors upon creating your recurring transactions: Duplicate transactions when using a recurring template.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

View solution in original post

6 Comments
Anna S
QuickBooks Team

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Good afternoon, @sandy22.

 

We're glad to have you here in the Community and happy to help you with your recurring invoice reminders.

 

With reminders, you have to set auto invoice reminders to allow you to remember when the invoices are due. To turn them on in Online, you can follow the steps below:

  1. Go to the Gear Icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Click the Pencil Icon in the Reminders sections.
  5. Hit Save.
  6. Press Done.

Once it's enabled, you can set up the reminders:

  1. Click the Gear Icon.
  2. Choose Recurring Transactions.
  3. In the Template Type, select Reminder.
  4. Press the New button.
  5. Pick what the transaction type you want to create a template.
  6. Hit Ok.
  7. You can now set the conditions of the invoice reminder.
  8. Click Save Template

That's all there is to it! Now you can be notified before your invoices send.

 

I'm only a post away should you have any other questions. Wishing you the best now and in the future!

sandy22
Level 2

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Thank you Anna.

I'm not sure that this answers my question - I went thru the steps you mentioned, but that appears to address "invoice reminders" for customers who have not paid their bills.

My question is specifically about the RECURRING invoices that I have created in QB.

We are billing the same clients each year for website hosting. So I sent this year's bill and have scheduled the next invoice to go out in January 2021.

If my cost for the hosting changes, I would want to "update the invoice" before it goes out.

But the point of the recurring invoice is so that I don't forget to bill them at all, because that has happened in the past.

Is there a feature that will ALERT ME before a recurring invoice automatically sends?

I just would like a chance to review it before QB auto sends the invoice to a customer.

Does that question make sense?

thanks so much for the help,

Sandy

JonpriL
Moderator

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Hello @sandy22,

 

Let's select Reminder as the type of your recurring bill so you'll be notified when will your transaction be created.

  1. Go to the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Tap New.
  4. Select Bill.
  5. On the Type section, select Reminder.
  6. Enter all the information needed for your recurring bill.
  7. Click Save template.

Here's an article you can read to learn more about your recurring transaction: Create templates for recurring transactions.

 

I've also included this helpful article in case you'll bump into errors upon creating your recurring transactions: Duplicate transactions when using a recurring template.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

View solution in original post

sandy22
Level 2

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

I'm just now getting back to this... QuickBooks seems to have quite a few little kinks or quirks that I struggle with, and so I really appreciate the community and the ability to "work around" these issues.

I will let you know when I get this accomplished.
In the meantime, just fyi, it has taken me 20 minutes to find the community again. I don't know how I lost it, I thought I bookmarked the link, but I ended up having to go back and look through my web history. Shew.

OnSiteRecur
Level 1

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Did you receive an answer to this, I also have recurring invoices and would like to know how Quickbooks handles this prior to purchasing.

JasroV
QuickBooks Team

Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Good day to you, @OnSiteRecur.

 

Allow me to share with you some insights on how QuickBooks Online (QBO) handles recurring transactions.

 

QBO will handle your transactions depending on how you set it up. That being said, you’ll want to select Reminder as the type of your recurring invoice. This way, you’ll be notified when the transaction will be created before sending it to your customer. 

 

To create recurring transactions in QBO, you can follow the steps shared by my colleague JonpriL above. Ensure to select Invoice as the recurring template and Reminder as the recurring transaction type.

 

You can also read through this article for the complete details: Create recurring transactions in QuickBooks Online.

 

In addition to this, here’s an article you can use for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This link can walk you through the steps on how to personalize your invoice to show the data that matters to you most.

 

Let me know if you have other queries or follow-up questions about recurring transactions in QBO. I’ll be around to answer it for you. Keep safe and stay well!

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