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How do I keep customer info so don't have to enter in on every invoice

 
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Re: How do I keep customer info so don't have to enter in on every invoice

You can create recurring customer invoices by doing the following: Create a recurring invoice Select Create Under Customers, select Invoice. Fill out the form with information you want to appear in every instance of the invoice. Under Payment Options, choose the types of payments that you accept. Select Make recurring. Customize the Recurring Invoice: Enter a template name.
QuickBooks Team

Re: How do I keep customer info so don't have to enter in on every invoice

Hello, @robcyp.

 

When creating an invoice in QuickBooks Self-Employed for a specific customer for the first time, the system automatically remembers the customer information that you enter. 

 

Just type in the first letter of the customer's name. Then, choose the name of the customer from the drop-down list. Once selected, the customer's email address and mailing address will automatically populate.a.jpg

 

To learn more about the invoicing feature in QuickBooks Self-Employed, you can read through these articles:

Let me know if you have other questions. I'm always here to help.

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