How to automate billing

Let me provide some idea on how to automate invoicing for my clients, @poolservicecasti.

In QuickBooks Online, create online invoices, then set these as recurring transactions. To proceed, let's make a template.

Here's how:

1. Choose Settings ⚙.
2. Under Lists, click Recurring transactions.
   
   
3. Select New.
4. Select the type of transaction to create, and then click OK.
5. Input a Template name.
6. Select Scheduled in the Type section.
7. Complete the remaining fields and click Save template.

For more information, you may review this article: Create recurring transactions in QuickBooks Online.

In addition to that, let me share these links to help you manage your invoices in QuickBooks:

• Create a recurring invoice dated in the future, but completed at an earlier date
• Set up automatic or recurring statements for customers

Fill me in if you have other questions about handling customer transactions in QuickBooks. I'll be happy to help you again. Keep safe!