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What kind of rental do you offer? Property or equipment? You may need an additional app to do so.
Hello @eddie-corporates,
In QuickBooks Online, recurring transaction details are based on how you create them, and prorating the amount is not possible. With this, it is recommended to manually enter them on the same day the invoice is needed so that the amount is also calculated correctly. Let me show you how.
In the same manner, here's an article you can read to learn more about how recurring invoice works: Create recurring transactions in QuickBooks Online.
On top of that, I've also included this reference helpful with the steps needed in creating and sending other sales transactions to your customers: Set up and send progress invoices in QuickBooks Online.
You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other questions. I'll be here to lend a hand. Stay safe!
What kind of rental do you offer? Property or equipment? You may need an additional app to do so.
We rent equipment (furniture and housewares). We tried to use EZRentOut which covers order to cash, scheduling, routing, recurring invoices, etc. but it doesn't support our product package model. We rent packages with variants that change the BOM and pricing based upon customer selected attributes.
Looks like it will have to be a custom built customer facing e-Commerce site. My topic was in reference to researching how much of the effort has to be built-in to the custom app versus what could be offloaded to QBO.
EZRentOut has almost all of the functionality we require but the API has limited functionality. We've evaluated Katana, SOS inventory and several others but all of them have limitations. In the case of Katana, Odoo and Zoho it is price.
I appreciate you for getting back to us, eddie-corporates.
As Fiat Lux - ASIA shared above, you may need a third-party tool that supports your product package model.
You can look for an application through this link: QuickBooks Apps.
I'm just around if there's anything that I can help. Keep safe!
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