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Level 1

Hello, I work for a waste management co. Im currently switching them over to QB. We want to do recurring invoices, we bill quaterly. Confused about templates.

Do I have to make each customer recurring individually or do I create a template for esch service the customer falls under?
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Community Champion

Hello, I work for a waste management co. Im currently switching them over to QB. We want to do recurring invoices, we bill quaterly. Confused about templates.

Hello, you can use a master customized template but must save and memorize each customer individually, there is no mass billing.

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