QBP: Recurring Invoices

mattbroffman
mattbroffman Member ✭✭✭
edited December 2024 in Quicken Business & Personal Feature Requests

I bill all my clients every month. It's ideal to set this up once, and invoices are automatically sent. It should function like subscriptions/bills do.

Tagged:
9
Up Down
9 votes

In Review · Last Updated

This feature is on the roadmap!

Comments

  • Coach Tara
    Coach Tara Moderator admin

    @mattbroffman Thank you for the feedback. This is on our roadmap. Keep the feedback coming. It helps us prioritize the most important features.

    Coach Tara

  • Marshall01
    Marshall01 Member ✭

    Another vote! I have a set item that I bill monthly on the first. Sometimes I have added expenses. It would be helpful if Simplifi would create a draft X days before the next send so I can add expenses or other one-time items if desired. I tag billable expenses, so the draft should contain the billable expenses for review. SO, I'd like an automatic monthly send option but also a box that says Auto create draft for human review.

Leave a Comment

Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.

Comment As ...

Categories