Rustler’s Quickbooks Tips

Recurring invoices are a problem in QB. You can memorize an invoice so it makes it easy to pull up, but you have to remember to do it each month.

If you have Premier or higher there is another way. Use a sales order.

The reminders window, which you can set to open all the time will show all future sales orders in date sequence (see the entry “Custom Desktop View” in the Misc category).

Create a sales order, for each recurring invoice you need, and date it for the next date you will need to use it (mark it as needing to be printed so it shows up on the reminders window list). That puts it in on the reminders list, when you need to invoice, double click on the sales order, click the create invoice button, print, mail and save the invoice created.

Then go back to the reminders window and double click on the sales order you just used, change the date to the next month and save it. That puts the sales order in a new position in the list.