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Chance
Level 3

I want to send Recurring Invoice by Template that automatically sends on the first of every month, and includes UN-Billed charges from prior but not those on send date

 
1 Comment
VivienJ
QuickBooks Team

I want to send Recurring Invoice by Template that automatically sends on the first of every month, and includes UN-Billed charges from prior but not those on send date

I hope your week is off to a great start, Chance. 

 

I've got some insight to share about creating recurring invoice with the details you need. 

 

You first have to customize a template for the recurring invoice. This process allows you to include unbilled charges, however, there isn't an option to specify which to include. Those that are available from the prior to on-send dates will be added. 

 

To customize a template:

  1. Go to the Gear icon, then Custom Form Styles
  2. Click the New style drop-down and choose Invoice
  3. Explore the available designs and styles to use. 
  4. Select the Preview PDF button to double-check. 
  5. Click Done

Check out this article for more information:

 

How to customize invoices, estimates, and sales receipts

 

To create recurring templates:

  1. Go back to the Gear icon, then Recurring Transactions.
  2. Click New and choose Invoice under the Transaction Type drop-down.
  3. Enter the necessary customer details. 
  4. Put a check mark on the Automatically send emails and Include unbilled charges boxes. 
  5. In the Interval fields, select Monthly and the dates you need. 
  6. Type in the Product/Service details. 
  7. Click Customize at the bottom and choose the one you want to use. 
  8. Choose Save template (see screenshot below).

Here's an article for more details:

 

Create templates for recurring transactions

 

That's it! You should now be able to use the template you need. 

 

Don't hesitate to let me know if you have other questions in mind. I'd be around! 

 

 

 

 

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