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Level 1

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

I need to send invoices for a rental battery each month. Is there an easy way to do this without re doing the invoice every month? I only need to change the date of the rental period and date of invoice.
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Level 15

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

Are you run a rental equipment business? Consider having a renal management app to integrate with your QBO account.

QuickBooks Team

Is there and easy way to send recurring invoices for a rental, with being able to change only the rental period?

Good morning, @candsbattery! Thank you for reaching out to the Community about your invoices. You can set up recurring invoices in your account. Here's how:

  1. Select + New.
  2. Under Customers, select Invoice.
  3. When that window opens, along the bottom, click on "Make Recurring".
  4. Enter a template name.
  5. From the Type drop-down, choose Scheduled, Unscheduled, or Reminder.
  6. If you would like them to be sent out for you, choose Automatically send emails.
  7. Fill in other invoice information and Save.

Here's the full article for you to look over: How to create a recurring invoice and manage recurring transactions.

 

Feel free to reach out to me through this post for any additional questions. I'm happy to help!

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