Is there anyway to automate invoices? Schedule them or create recurring ones?

I need a way to schedule my invoices to send. Recurring would be even better. But I can't find that option anywhere. 

Answer

Hello there, karinaf,

Right now, scheduling or creating recurring invoices is unavailable in QuickBooks Self-Employed. However, you can duplicate an invoice if you're billing a customer with the same details.

Here's how to duplicate an invoice in the web version:

  1. Go to the Invoices menu.
  2. Locate the invoice, then select the drop-down arrow below the Action column.
  3. Select Duplicate.
  4. In the Invoice date and Due date sections, edit the date.
  5. Click Send invoice once done.

I've attached screenshots below for your visual guide.

If you prefer to do this using your mobile phone, here's an article that'll provide the steps and other available features you can perform using QuickBooks Self-Employed Invoicing:  What's New with QuickBooks Self-Employed Invoicing? This also contains details on what other options you can perform using the system's invoicing feature.

Please let me know if you have other concerns by dropping a comment below. I'm just around if you need help.

Was this answer helpful? Yes No
Original
IntuitRea , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.