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driesray
Level 1

Can I create a recurring invoice template that lets me edit the customer name and the amounts, or do I need to create an individual recurring invoice for each customer?

The invoices Monthly Maintenance Statements to shareholders in a residential co-op building. The itemized description fields and amounts will need to be edited depending on the unit.

1 Comment 1
FatimaJasmin_V
QuickBooks Team

Can I create a recurring invoice template that lets me edit the customer name and the amounts, or do I need to create an individual recurring invoice for each customer?

The best solution for your concern is to create a Reminder recurring invoice template, driesray.

 

QuickBooks Online offers a Reminder template as a type of recurring transaction designed to give you more control. Instead of automatically creating and sending the invoice, it prompts you to review the details first. This allows you to make any necessary adjustments, like changing the customer’s name, updating the amount, or modifying other details, before the invoice is finalized and sent. This ensures that everything is accurate before it gets sent.

 

For guidance, refer to this article :  Create recurring invoices and other transactions in QuickBooks Online.

 

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