Question

Recurring Invoices

Forum|Forum|4 years ago
February 9, 2022
1 reply
8 views

I need to know if Recurring Invoices will work for us. Most invoices will be the same amount, but there will be additional fees for some. we are trying to go to a 28 day cycle billing instead of just the first of the month. I have read that we shouldn't use "SCHEDULE" type, but instead use "REMINDER" type in order to edit. I am not finding any definite information on how this works. I understand how to make the template, etc. But how do i start it with current customers who already have invoices that were just sent out 2/1. What do i pick as the start date if I COPY that invoice to make into a template?? I am also not understanding what the "unbillable Amount" is. Is that where we would put the additional charges and does that show on that automated invoice?? I have so many questions on how this works and am not finding anyone to ask directly. I do not want to make 100's of automated invoices that may not work for us. Is there a way to talk with someone to answer all of these questions??

QuickBooks Online

K

Kurt_M

QuickBooks Team

Thanks for dropping by here in the Community, @B and R Reps. I'll share some insights about your concern.

You're unable to select past dates when creating recurring transactions in QuickBooks Online (QBO). You'll need to pick the current or future date on the template to proceed.

Once you're all set, you can now proceed to create the recurring transactions for upcoming invoices. Simply follow the steps below

Go to the Gear icon and then select Recurring Transactions under the LISTS column.

2. Tap the New button and then select Invoice for the Transaction Type.

3. Click OK and enter all the recurring details.

4. Once done, press Save template.

Also to add up, unbillable amount or non billable amount won't appear if you are using automated invoice. if it does not appear, it means you've turned off or unticked the box for Billable amount or expense.

Additionally, I'll be leaving these articles for future reference:

As always, you can post here again if you have any additional QuickBooks-related query. We'll be more than happy to assist you. Keep safe and stay hydrated!

B

B and R RepsAuthor

I think I am most confused by the Template TYPE. Scheduled, Reminder, Unscheduled. I am reading conflicting information. This is what I have gathered. If I select SCHEDULED then it will automatically send the invoice however many days in advance I choose, correct?? REMINDER I initially thought was to send me a reminder of the upcoming invoice, but, again, I am seeing conflicting information. Some say that and another says that the REMINDER is sent to the customer however many days in advance chosen. Which is correct?

C

Charies_M

Level 9

.Welcome back, B and R Reps

I'd be delighted to help shed some light regarding your confusion about the different recurring transaction types in QuickBooks Online (QBO).

For your question about selecting the Scheduled type, the answer is yes. The invoice will automatically be sent via email. The Reminder type, on the other hand, means that the transaction will not be sent unless you decide to create and send it manually.

Feel free to read through this article about creating recurring templates and what do these template types mean: Create recurring transactions in QuickBooks Online.

Here's a guide to learn more about how sending invoice reminders work in QBO: Send invoice reminders automatically or manually in QuickBooks Online.

In addition, here's a helpful resource for your guidance when receiving customer payments: Record invoice payments in QuickBooks Online.

You know where to find me if your have other concerns with recurring transactions. I'll be around in the Community to help you out.

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