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Anonymous
Not applicable

How can I setup invoices to go out the same every week?

email customer their invoice without me being on quickbooks.
2 Comments 2
FritzF
Moderator

How can I setup invoices to go out the same every week?

Thanks for posting in the Community, @Anonymous.

 

The option to set up invoices to go out the same every week (recurring) is currently unavailable in QuickBooks Self-Employed (QBSE). This is only available in QuickBooks Online (QBO).

 

As a workaround, you can duplicate existing invoices or create a draft invoice and duplicate it. Though this will not automatically send them to your customer, you can save time from entering the details on it.

 

Here's how:

 

  1. In QBSE, go to the Invoices menu at the top left.
  2. Locate the specific invoice, then click the drop-down arrow under the Action column.
  3. Choose Duplicate

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

For more information about managing invoices in QBSE, I suggest checking out this article: Create invoices in QuickBooks Self-Employed.

 

Reach out to me in the comment section below if you have any other questions or concerns. I'm always here to help. Have a good one!

Fiat Lux - ASIA
Level 15

How can I setup invoices to go out the same every week?

Utilize MP as a workaround to schedule the payment request. You may prepare the data to bulk import invoices.

https:// melio.grsm.io/quickbooks

 

You are unable to integrate it with QBSE. You may consider switching to QBO later.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

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