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jteichma
Level 1

Hi, we use QBO for our HOA. We have members that we recurring invoice monthly for the dues. Next year, the dues go up. How to stop the old and set up the new invoice?

 
Solved
Best answer December 09, 2019

Best Answers
AlcaeusF
Moderator

Hi, we use QBO for our HOA. We have members that we recurring invoice monthly for the dues. Next year, the dues go up. How to stop the old and set up the new invoice?

Thanks and welcome to the Community, @jteichma.

 

You can configure the invoice from your Recurring Transactions list and make changes to the information. To avoid recreating them all over again, I recommend editing them and updating the existing amounts.

 

Here’s how:

 

  1. From the Gear icon, select Recurring Transactions
  2. Find the template and click Edit
  3. In the Recurring Invoice screen, make the necessary changes.
  4. Hit the Save template button.

For more insights, check out the How to create a recurring invoice and manage recurring transactions article. It also provides an overview on how to manage your monthly recurring invoices.

 

Stay in touch whenever you have additional questions about QBO. I’m here to make sure you’re taken care of. Have a great rest of the day.

View solution in original post

3 Comments
AlcaeusF
Moderator

Hi, we use QBO for our HOA. We have members that we recurring invoice monthly for the dues. Next year, the dues go up. How to stop the old and set up the new invoice?

Thanks and welcome to the Community, @jteichma.

 

You can configure the invoice from your Recurring Transactions list and make changes to the information. To avoid recreating them all over again, I recommend editing them and updating the existing amounts.

 

Here’s how:

 

  1. From the Gear icon, select Recurring Transactions
  2. Find the template and click Edit
  3. In the Recurring Invoice screen, make the necessary changes.
  4. Hit the Save template button.

For more insights, check out the How to create a recurring invoice and manage recurring transactions article. It also provides an overview on how to manage your monthly recurring invoices.

 

Stay in touch whenever you have additional questions about QBO. I’m here to make sure you’re taken care of. Have a great rest of the day.

View solution in original post

jteichma
Level 1

Hi, we use QBO for our HOA. We have members that we recurring invoice monthly for the dues. Next year, the dues go up. How to stop the old and set up the new invoice?

Thanks AlcaeusF, that was the easiest solution!  Appreciate the help.

AlcaeusF
Moderator

Hi, we use QBO for our HOA. We have members that we recurring invoice monthly for the dues. Next year, the dues go up. How to stop the old and set up the new invoice?

Hi again, @jteichma.

 

I'm glad to hear that I was able to help you with your concern about recurring transactions. 

 

Please know that you can always reach out to me here for all of your QBO needs. Thanks for dropping in, wishing you and your business a great day ahead.

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