QBP: Recurring Invoices with Reminders (edited)

mattbroffman
mattbroffman Member ✭✭✭
edited March 18 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.

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11 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.

  • Cts
    Cts Member
    edited March 18

    Please add Invoice / Account based Statements and Scheduled Reminders.

    My old service provided this and some of my clients need a nudge once and awhile - they are busy just like I am.

    Without this feature I don't get paid :(

    Then I can't afford to pay Quicken. Please add this basic invoicing feature!!!

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