The next field will then let you choose the day of the week.ģ. Create the invoice on a certain day (e.g., the 3rd Monday of the month) by choosing “first,” “second,” “third,” or “fourth” from the drop-down menu. Create the invoice on a certain date (1st, 15th, etc.) by choosing “day” from the drop-down menu.Ģ. When choosing monthly, you have multiple options available:ġ. It’s also the most complicated one to set up. “Monthly” is the most commonly used interval among available options. You’ll only need to choose the month, and the days you want the invoice to be generated. “Yearly” is the simplest and most straightforward option. If you select the “weekly” option, you can choose the frequency of how you want the invoice to be created (e.g., every other week, every two weeks, every three weeks, etc.) You also get to choose the day within the week when you want the invoice to be generated. If you select the “daily” option, you can choose the frequency of how you want the invoice to be created (e.g., every other day, every two days, every three days, etc.) In the ‘Interval,’ you can create your invoice daily, weekly, monthly, quarterly, or even annually. Interval: This field is where you will set up the frequency of recurring invoice creation. “Print Later” – This option will let you batch print all of your invoices at a later time. If you choose to use it, uncheck “Send Emails Automatically.” This option will enable you to review the invoice before sending it for accuracy. It’s a useful feature that lets you capture and bill all billable expenses for your customer. “Include Unbilled Charges” – This option will pull any unbilled charges automatically every time you create the recurring invoice. If you need to update the invoice before setting it, leave this option unchecked. “Send Emails Automatically” – Select this option if you want QuickBooks to email the invoice automatically on the date specified (you can set the date in the ‘Interval’ section). Options: This field provides three available options for you: If you want to add a CC or BCC to your invoice, you can click the link below the ‘Email’ to open the field where you can add those email addresses.į. Note that you can add multiple email addresses simultaneously by adding a comma between them. Email: You can either change, update, or add email addresses for the recurring invoice in this field. The billing information will change, but all other information on the invoice will remain the same.Į. Customer: You can use an invoice for one of your customers to create a recurring invoice for another by choosing a different name from the drop-down option. Create _ Days in Advance: Do you want QuickBooks to generate the recurring invoice before you need to use or send it to a client? If so, you can enter the number of days in advance wherein you’d like for the invoice to be created.ĭ. “Unscheduled” – saves the recurring invoice as a template however, it doesn’t schedule the invoice creation.Ĭ. “Scheduled” – creates the invoice at a specified interval. “Reminder” – creates a reminder, which will appear on your dashboard. Type: The ‘Type’ will feature a drop-down menu with the following options: Note that you can name your recurring invoice anything you like.ī. Template Name: Every recurring invoice needs to have a unique name. When you change a prefix, it will be used for the next related document you create.A. To change the prefix, enter the text you want to appear before the number on your documents.Ī prefix can be up to six characters long. If the next number assigned, has already been used, we display a message and prevent you from saving. To change the next document number, enter the number you want your documents to start from in the relevant boxes.From Settings, Business Settings, choose Document Preferences.The changes only apply to the next sales document you save. However, you can reuse the same prefix and reference on another invoice. This is to make sure you have a full audit of all your invoices and credit notes. The number remains assigned even if you delete (void) the invoice or credit note. When you save a sales document, we assign it a unique number.įor quotes and estimates you can re-use a number once you delete a quote or estimate.įor invoices and credit notes, you cannot change or re-use a number once it is assigned. We also add a prefix so you can distinguish each type of sales document invoice, credit note, quote etc. When you first start using Accounting, your document numbers start from 1. You may need to do this to continue from the last number you used in your previous accounting system.įor invoices and credit notes, you cannot change or re-use a number once it is assigned. This explains how to change the numbers used on sales documents, such as invoices and credit notes.
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