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MadelynC
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Yes, it's possible, @Adrenalin62. I'm here to guide you through the process.


QuickBooks Online (QBO) offers a feature to send out invoices on a regular basis. To do that, you can create a schedule recurring template.


Here's how you do it:

 

  1. Select the Gear icon, then click Recurring transactions.
  2. Tap the New button.
  3. Choose Invoice for Transaction Type and then press OK.
    1.png
  4. Enter a template name.
  5. For Type, select Scheduled.
  6. Select Automatically send emails.
    1.png
  7. Complete the rest of the form and then select Save template.


QBO will automatically generate and send the invoice on the 14th of each month based on the recurring template you have created.


Check out these resources to learn more about making templates for recurring transactions:

 


In case you want tips on how to automatically or manually send reminders to customers when your invoices are or are soon to be overdue, you can access this article: Send invoice reminders automatically or manually in QBO.


Feel free to leave comments at any time if you want to learn more about the feature. I'm always available to assist you.