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alabamarolltide
Level 2

How can I have QB automatically add my product line for "supplies" to each invoice for $15 without having to manually type it in each time?

 
1 Comment 1
JamaicaA
QuickBooks Team

How can I have QB automatically add my product line for "supplies" to each invoice for $15 without having to manually type it in each time?

Good day, @alabamarolltide.

 

I understand the convenience of automatically adding a product line for supplies and $15 to your invoice. We hear your demands, so I'll walk you through sending a feedback request to our developers. 

 

There might be instances where you need to create an invoice with various items and different amounts. That's why you have to type the information manually.

 

You'll want to share this idea with our Product Development Team. They will review and consider them for future updates depending on the number of users' requests. Please know that we're unable to provide a timeline for its implementation.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

qbo_feedback.png

 

Track your suggestion through this website or visit our blog to keep up with recent events and developments.

 

In the meantime, you can create templates for recurring transactions. It will allow you to make a fixed or an unscheduled one without changing amounts. Otherwise, set up invoices with a reminder template to save them as drafts.

 

For more information about personalizing your sales form or enhancing a recurring transaction template, check out these guides:

 

 

See this article to record customer payments according to your situation: Record invoice payments in QuickBooks Online. It can be a partial payment or a grouping of multiple ones.

 

Automating invoices with the data you need is timely. Post here again for additional invoice-related concerns. I'll be more than happy to help you out again. Take care.

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