cancel
Showing results for 
Search instead for 
Did you mean: 
fsautomation
Level 1

I have a recurring invoice billed 45 days in advance. I want the Message on Invoice to read: AMI subscription for $month. The $month needs to change every month.

Are there any variables (e.g. $month) that I can use in descriptions or messages inside QBO? Are there any user definable functions or strings?
4 Comments 4
TirzahC
QuickBooks Team

I have a recurring invoice billed 45 days in advance. I want the Message on Invoice to read: AMI subscription for $month. The $month needs to change every month.

Hi, fsautomation.

 

Currently, the memo fields on recurring invoices don't automatically populate messages. The area only contains what you type in the box. Meaning you'll need to edit the message every month to get the correct month on your invoices. Currently, the option to have variables or strings of commands to set it up when sending invoices is unavailable in QuickBooks Online (QBO). On the other hand, I recommend leaving the product development team feedback. It's an easy process, outlined in this article: How do I submit feedback? I understand how this feature would be beneficial to you and others. Therefore, I'm going to personally submit feedback to our Product Engineers so the feature can be considered for future updates.

 

I recommend checking out the following article it has everything you need to customize invoices, emails, estimates and much more however you want: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if there's anything else you need. I'm always here to help.

Fiat Lux - ASIA
Level 15

I have a recurring invoice billed 45 days in advance. I want the Message on Invoice to read: AMI subscription for $month. The $month needs to change every month.

@fsautomation 

You need an additional app to generate the subscription period, like this one

 

Screen Shot 2020-05-08 at 12.44.47 PM.png

fsautomation
Level 1

I have a recurring invoice billed 45 days in advance. I want the Message on Invoice to read: AMI subscription for $month. The $month needs to change every month.

What's the app?  And where can I get it?

Fiat Lux - ASIA
Level 15

I have a recurring invoice billed 45 days in advance. I want the Message on Invoice to read: AMI subscription for $month. The $month needs to change every month.

@fsautomation 

Explore this app.

https://mbsy.co/DJtTL

 

We may recommend other apps to explore if required.

Need to get in touch?

Contact us