How to Create Automatic Invoices in QuickBooks
By Joe Roberts
QuickBooks allows you to set up automatic invoices for unpaid goods or services, which is both a timesaver and a handy way to ensure that bills are going out in a timely, regular fashion. Automatic invoices can be scheduled daily, weekly, monthly or even yearly, depending on your needs. Start and end dates to recurring payments can also be set, and best of all, setup is a fairly simple process. Automatic invoicing is available in the Essentials and Plus versions of QuickBooks, but not in Simple Start.
Click “Edit” and select “Preferences” from the drop-down menu. This will open the Preferences window.
Click the “Invoice Automation” option on the left side of the Preferences window. The automation settings will appear.
Choose an automation method by reviewing the top portion of the automation settings screen. There are two options for invoice automation. Clicking “Create invoices and tell me about it” will prompt QuickBooks to create invoices and notify you when they’ve been created. For an entirely hands-off approach, select “Create invoices and don’t tell me about it.”
There are also several options for selecting a cadence to automatic invoice creation. To bill any time work or services have been rendered, select “Any activity.” To create invoices on a regular schedule, select “Daily,” “Weekly,” “Monthly” or “Yearly.” Cadence options appear at the bottom portion of the automation settings screen.
Joe Roberts has worked in technology communications for four years, and is currently manager of communications at a Fortune 100 company in Silicon Valley. He has written bylines for top tech executives in publications including VentureBeat and TechCrunch, and holds a Bachelor of Arts in journalism from Northeastern University.