Yes, @katjd , and I'd be happy to guide you on how.
We can set a schedule for your invoices by entering a recurring transaction in QuickBooks Online (QBO). The recurring transaction creates a series of transactions according to the schedule you set. Here's how:
- Go to Settings and then Recurring transactions.
- From the Action column, click Edit for the transaction you want to modify.
- Under option, mark check the Automatically send emails.
- Input the Interval and the Start date.
- Hit Save template.
Once you choose the recurring transaction to be sent via email, it'll be sent automatically. For more details, you can check out these articles:
You might also want to make some changes to your recurring transactions. Here's an article you read for the detailed steps and information: Edit a recurring template.
I'm still open to your replies if you need further assistance managing recurring transactions. Have a great day ahead!
