Dynamic message on recurring invoices

The feature is not yet available on QB. Consider having an additional app to do so. 

Hi,

Do you know any good apps/extensions that can do this kind of automation?

How can this be labeled "solved" when the answer from QB is that this isn't an available feature?  That isn't a solution. 

@saasexec 

The solution is using a 3rd party app for the time being.

Is this still not an option in native QBO? I'm coming over from FreshBooks and am trying to get my monthly recurring invoices to update the description field as each invoice is sent out (specifically the month for services rendered). On FreshBooks, I simply type ::month:: into the description field and it dynamically fills in the current month on the invoice.

Thanks

@cts79 

You can use FB to send invoices and accept payments, then mirror the data to QBO.

Hello there, @cts79.

I understand that you want this feature to serve your professional needs. You can think about submitting a request for the system option you desire.

Here's how:

1. Select the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit feedback.

Our Product Development team will use your insightful comments to enhance your QuickBooks experience. The webpage for QuickBooks Online Feature Requests allows you to follow feature requests.

Also, I'm adding this article for an additional guide about customization and importing sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Don't hesitate to add a comment below if you have any other questions about forms and invoices. I'll be sure to get back to you.

So pay for FB since it does what I need it to do in this case and also pay for QB so I can mirror another program's data to it?

Thanks Ethel,

I'm a little surprised that this very simple feature hasn't been incorporated into QBO; people have been asking about it here for 2 years now. I'll fill out the form, as I'm sure others have done, but this would take one of your programmers about an hour to incorporate into the web-based world that is QBO.

@cts79 

You can explore this connector to mirror data automatically. Utilize the starter plan for free if it is enough for your needs.

https://www.make.com/en/register?pc=quickbooks

if you are running a B2B company, open a Melio account for free to integrate with your FB and accept payments by ACH for free.

https://affiliates.meliopayments.com/pricing

This is still not available?

The rest of the world is using AI and Quickbooks can't dynamically enter a month on an invoice???

Right?!? 🤦

Hey there, @cpaddock8513.  

We recognize the importance of adding dynamic messages in recurring invoices. However, as of now, this feature isn't available in QuickBooks Online (QBO).  

As a workaround, you can select the most suitable automated messaging third-party app for your recipients from our Apps Center and Apps menu. Let me guide you how. 

1. Go to the Apps menu.
2. Select the Find apps tab.
3. Enter a keyword in the search bar or click the Browse category dropdown menu to explore different apps.

To improve your experience with QBO, we will share your feedback with our product development team. 

Here's how to send one:

1. Go to the Gear icon, then select Feedback.
2. Type in your comments or product suggestions.
3. Click Next to submit. 

For further assistance in managing recurring transactions, you can take a look at these articles: 

• Review your recurring transactions in QuickBooks Online
• Schedule recurring transactions created with a template in QuickBooks Online

Please feel free to reach out if you have any follow-up concerns regarding adding dynamic messages on recurring invoices. We've got your back.

Is this feature still not available? :{

@CH360 

You should consider having a billing subscription app to integrate with QBO.

Intuit should consider bringing this super-simple feature to their current offering - without having to pay another company to do said super-simple feature; that is just super-silly.

Shame on Intuit for not making this change years ago.

Hello, CH360. 

Yes, unfortunately, the feature for a dynamic message on recurring invoices is currently unavailable in QuickBooks Online. Our team understands the importance of this feature for businesses and is actively working on incorporating it into the platform. We do not have a specific timeline for when this feature will be released, but rest assured that we are doing our best to provide an optimal user experience. 

In the meantime, If you want to add dynamic messages to your recurring invoices in QuickBooks Online, one way to do it is by using a third-party app that integrates with the software. These apps can be found in the QuickBooks App Store, which is an online marketplace that offers various apps designed to work with QuickBooks Online.

1. Go to the Apps menu.
2. Select the Find Apps tab.
3. Enter a keyword in the search bar or click the Browse category dropdown menu to explore different apps.

Once you have selected an app that meets your needs and installed it, you will be able to integrate it with your QuickBooks Online account. This will enable the app to access the necessary data and allow you to create and send invoices with additional messages. It's important to note that we need to ensure the app you choose is compatible with your QuickBooks Online version and meets your specific needs.

Furthermore, to optimize your experience with QBO, I recommend you take the time to provide detailed feedback to our product development team. Sharing your thoughts, concerns, and suggestions will help us better understand your needs and requirements and enable us to improve our platform to meet your expectations continuously. Whether it's a feature request, a bug report, or a general comment, your feedback is valuable to us and will help us shape the future of QBO. So please let us know what you think - we're always eager to hear from our users.

Here's how to send one:

1. Go to the Gear icon, then select Feedback.
2. Type in your comments or product suggestions.
3. Click Next to submit. 
    

To create and manage recurring transactions, you may find the following articles helpful:

• Create recurring transactions in QuickBooks Online
• Review your recurring transactions in QuickBooks Online

We appreciate your patience and understanding while we work to make QuickBooks Online even better. Have a great day, and stay safe!

@cts79 

If the feature is critical for your business and you won't use a 3rd party app as a workaround, you should switching to another accounting program. You can convert your data from QBO to QB Desktop and use the trial version to access your historical data for good. Then you will start from scratch in another accounting program to lower your conversion costs.