I am looking for a way to view a report of future invoices. We set these up in advance and bill based on lengthy project schedules. Is there a way to set this up?

Forum|Forum|3 years ago
December 30, 2022
1 reply
6 views

No text available

QuickBooks Online

Rustler

Level 15

An invoice is a final sale and posts income at the time it is saved. So you should not be doing it that way, instead use an estimate for future charges and convert to an invoice at the right time

b-pearceAuthor

Makes sense, but our challenge there is that we use recurring templates, not only new invoices / estimates each month. We have ~200 projects typically going at a time that could be spread out over ~24 months ea so want to be efficient with data entry time as well.

Sign up

Login with SSO

Let's get you signed in

Login with SSO