Scheduling recurring invoices in QuickBooks
For businesses of all sizes and types, it is important to send regular invoices. As far as the world’s leading financial and accounting management software from Intuit is concerned, it helps QuickBooks users easily set them up automatically. Let’s have a look at the process of scheduling recurring invoices, in a convenient manner, with an example where QB users have to automatically email their customers invoices on a particular day of the week. When it comes to creating invoices, QB users can take help from online lessons on QB and QuickBooks support professional via a QuickBooks customer service.
For creating a recurring invoice, you have to go through the following steps:
- First of all, select Gear > Recurring Transactions > New.
- Then, select Invoice and then click OK for Transaction Type.
- After this what you need to do for Type is to select Scheduled.
- Once you are done with Select, it will automatically send emails.
- Then, complete the rest of the form and then click the Save template option.
- Now, you can repeat the all steps shown above for both of the customers for whom you have to create a recurring invoice. Support for Quickbooks Enterprise customers
You can also set QuickBooks to automatically email you a copy of all sent invoices:
- Select Gear > Company Settings.
- Select Sales > Messages > Email me a copy.
Confirm the invoices were created after the delivery has been made. Following are some ways to confirm that the invoices have been created. Accounting Invoice support for Quickbooks
- Check your inbox: In case you have automatically cc’ed yourself, you must confirm the receipt of a copy of every sent invoice.
- View an automatic transactions report set by customer: To do so, you have to go for the following steps: Select Reports from the left navbar; click the Go to report field and select Recent Automatic Transactions; click Customize; click Rows/Columns in the left column; choose Customer for Group By; click Run Report; click Save Customizations to save the report for future use; and you can print, email, and export the report to Excel.
- View the customer page and invoice with the following steps: Select Customers from the left navbar; click the customer with the recurring invoice; and click the invoice to see a Last Delivery timestamp.
If you don’t find these steps useful for creating invoices, then you should opt for QuickBooks technical support services to make things possible.
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