This is wonderfully detailed information @MarshallA . Thanks for being so thorough. Could you confirm that the billable item PDFs will be attached to the customer invoice for them to click and view? Can I choose to leave off the "Pay Now" button on the invoice? I want to look as polished as possible and not leave any question in the customer's mind that everything flows smoothly behind the scenes without them lifting a finger (unless they want to). Also, do you know of any software that automates this and integrates with QuickBooks? I've been searching for two weeks including on the QB website and haven't found anything. Thanks again.
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I am looking at different accounting software and need to know if QuickBooks can handle our workflow. We have a property management business that charges a monthly fee, plus we pass on the billable services from vendors, if applicable that month. I see Quickbooks can pass a billable item to a customer. This is great. I need the customer to enter their payment information once (and authorization if needed) and then be set to auto bill. I understand that recurring payments are allowed, but only for the same amount monthly. I also understand that I can create a sales receipt instead of an invoice and charge the client on that date from a card on file. These are not exactly what I'm looking for. I'd like to be able to finalize the invoices before the 7th of the month. Then have the invoices sent to the customer (with the billable items attached) on the 10th, then have their card charged 7 days later. Just like a phone bill or utility bill. Is this possible? Thanks!
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