![]() ![]() If you want to take this automation a step further, a recurring payment means you’ll collect the money you’re owed on a regular basis without you or your customer lifting a finger. Just like that, invoicing happens without you. Select “make recurring” and then customize the template. ![]() ![]() To do this within QuickBooks, you’d click the button to create a new invoice and fill out the necessary information, including the payment options you accept. Rather than needing to remember to send their invoice on the last workday of each month, you could set up a recurring invoice so that they automatically receive their bill. Imagine that you run your own marketing agency, and you provide monthly social media management services to Client XYZ. Overdue payment reminders : The customer receives an automated reminder when their invoice is past due.Recurring credit card payments : The customer’s credit card payment is automatically processed on a predictable schedule.Recurring invoices : The customer automatically receives an invoice on a predictable schedule.QuickBooks offers a number of ways to automate and manage your accounts receivable, including setting up: That’s proof that it’s important to stay on top of the money your business is owed from your customers. As many as 44% of small business owners who had cash flow issues admit that those problems were a surprise. ![]()
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