Let’s consider an example where you have to email an invoice to Customer A.
Activating and Using the Click and Pay Feature This will open all the transaction reports of a customer with the invoice status shown in the last column. Go to the Customers screen and choose the recurring invoice customers. You can also check the invoice status to check regularity. Go to ‘Select Gear’ > ‘Company Settings’ > ‘Messages’ and check on ‘Email me a copy’. To check the regularity in updates and developments in your recurring invoices, you can automatically CC the email to yourself to keep a record.
How to Create and Schedule a Recurring Invoice Below is the simple step-by-step on how you can create and schedule recurring invoices in QuickBooks.
Once you have your invoices created in QuickBooks, the software will automatically email the invoice to the customer once the ledger entry has been made as per the approved schedule. You can even create invoice templates for specific customers with certain fields and a unique look and feel. All editions of QuickBooks now allow you to conveniently view and edit bills, invoices, and vendor accounts with convenience.
QuickBooks is widely regarded as the easiest accounting management software to use when it comes to creating, issuing, and scheduling recurring invoices to repeat customers.