Recurring Invoice Question: Within the "Message on Invoice" field, how do I add month/year to be automatically populated each month the recurring invoice is sent?

Hello, @todd20.

Thanks for reaching out to the Community with your question. I'm happy to provide some insight into the message in the invoice box.

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 a correct month on your invoices. 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.

If you have any other questions, know I'm only a post away. Wishing you the best now and in the future!

Hi Anna, we've wanted this feature for many years, and it's been requested many times by others.

It comes up with every client - "Why can't you put the month in the invoice so we can see what month it is for?"

Or quarter. Instead we have to put just some dummy words like "Current month".

I have had to fight with several A/P departments about this, and just this week again with one particularly unpleasant person. It makes me feel so stupid to say we use Quickbooks and we can't do something so simple - because I refuse to go in and update all the invoices every single month manually. (One month I will forget and then chaos will ensue). 

Just give me some way to enter a variable like "{Month}" or "{Quarter}" in the invoice and it will be all fixed.

This is literally my #1 reason for wanting to switch from QB to some other software, and it's only inertia that's keeping us with Quickbooks. We're a 20+ year customer and I would switch today if not for the hassle.

We are grateful that you have used QuickBooks as your accounting software for more than 20 years, despite the fact that there are numerous other companies to choose from, @AndrewR1. 

I hear all your sentiments. I understand that manually editing the invoice Memo field takes time, but this is the workaround that is currently in place.

I wish I could add this feature to QuickBooks Online to make you more satisfied with the service. However, I don't have the same types of tools needed for the job as our product engineers do. I know that this feature has been requested numerous times by others. I recommend that you send follow-up feedback to see if they can find a way to include them in the next update. 

Here's how: 

1. Go to the Gear icon on the upper right-hand. 
2. Select the Feedback button. 
3. Type your suggestions in the field and click Next. 

The company is constantly seeking ways to improve its products. Feel free to vote, comment on ideas, and suggest your own by visiting this link: Customer Feedback for QuickBooks. 

Moreover, check out the links below on how to manage customer's transactions, payments, sales forms, statements, refunds, credits, and types in QuickBooks: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Sales and customers

Let me know if there is anything else I can do to help you manage your customer transactions in QuickBooks. I'd be happy to assist you. Just post a comment here or start a new thread. Keep safe.

Hi Michelle, I'm very sorry if you thought I was criticizing you directly or asking you, someone clearly in the Support team, to actually implement this feature. I know you're not in Engineering. It's not like I blame them either, obviously management has found other stuff for them to do for 20 years.

Basically I was just venting. It is insanely irritating to have some very dumb (sorry) person in a client's A/P department talk to me rudely and condescendingly as if it's me who is the dumb one, because I can't even put the month name in the monthly invoice. That makes me insanely enraged at Quickbooks, and it happened YET again, so I was just lashing out.

As for the feedback, forget it - I've requested this umpteen times through various of the "Feedback" mechanisms that Intuit offers. It's a total waste of time. So I'll just shut up now but, please accept my apologies, I shouldn't have vented by replying to you, I should have started a new post. But I'll keep googling for "convert from Quickbooks" and stuff like that, and one of these days... one of these days....