Hello, @sal74. Thank you for reaching out to the Community. Let me share some information about managing invoices in QuickBooks.
You can create a recurring invoice in QuickBooks Online. You can change the interval and start date to send on the precise month you want and check the box next to Automatically send emails to have the system execute the command after it's been written.
In QuickBooks Online, it is possible to set up a recurring invoice. This feature allows you to customize the frequency and start date for sending the invoice, ensuring it goes out in the specific month you desire. Additionally, you have the option to select Automatically Send Emails, which enables the system to send invoices automatically once it has been created. This can be a convenient way to streamline your invoicing process and ensure that invoices are sent out consistently and on time without manual intervention.
Here's how:
- Go to Settings and then Recurring Transactions.
- From the Action column, select Edit for the transaction you want to modify.
- Select the type of transaction to create, and then select OK.
- Enter a Template name.
- Select a Type: Scheduled, Unscheduled, or Reminder.
- Under the option, mark checks the Automatically Send emails.
- Input the Interval and the Start date.
- Press Save template.
Moreover, here are some resources in case you’d like to add specific info to your sales forms and send them to multiple email addresses:
Check out these resources to learn more about creating templates for recurring transactions:
I'm just a post away if you have any additional questions about using the payment terms and managing invoices. I'm more than willing to help. Have a great day!
