Is it possible to shedule e.g. annual invoices to be sent to customers automatically? Thanks.

Good day, @cjcarlettiwest.

I can provide some information about scheduling invoices in QuickBooks Online (QBO).

Yes, it is possible. All you need to do is to create a scheduled recurring invoice. The steps to do this are pretty easy. We begin by creating a recurring template.

Here's how to do it:

1. In QBO, go to the Gear icon at the top right.
2. Select Recurring transactions.
3. Click New.
4. Choose Invoice as the type of transaction, then OK.
5. Enter a Template name.
6. Pick Scheduled in the Type drop-down.
7. In the Interval drop-down, choose Yearly.
8. Enter the other necessary information in the desired fields.
9. Once done, hit OK.

For more information about managing and creating a recurring invoice in QBO, consider checking out this article: Create recurring transactions in QuickBooks Online.

For details on how to edit a recurring template, check out Edit a recurring template.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

Let me know if you have additional questions about invoices or anything else QuickBooks. I'll be happy to help. Keep safe and enjoy the rest of the day.