Hello there, Mark.
You can create an unscheduled recurring template using the same information as your scheduled template. This allows you to manually add dues and ensure accuracy, especially when adjusting due dates or adding activity charges for specific members.
To set up an unscheduled template:
- Click on the Gear icon and select Recurring transactions.
- Choose New, then pick Invoice from the Transaction Type dropdown button.
- Enter the required information, mirroring the details in your scheduled template.
- Save the template.
When you have activity charges to include in the fixed charges, you can use the unscheduled template by accessing the Recurring transactions page, finding the template, and clicking the Use button in the Action column.
You'll want to tailor the appearance of your documents to match your brand and preferences. Check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm always here to assist you with your invoicing needs and ensure that you have a positive and productive experience with QuickBooks. You can either click the Reply button below or post in the Community space to receive a prompt response from me.
