QB Issue Resolution:

I think I understand what you’re trying to do.  The good news is that this can all be done in QBO, the bad news is that it cannot be 100% automated. It WOULD require some actions by you every month.

 

1. You can setup recurring invoices to your clients every month and set them to automatically include any billable charges that have not been billed to your client yet.

 

2. You can also setup the template to create the invoice with a certain day on it but actually create the invoice days earlier.  Ex: Invoice #100 is dated 4/10/2019 but its created in QBO on 4/7/2019.

 

Here are the parts that require a little work on your part.

 

1.  You would have to either collect the billing info from your client and manually add it to their customer profile, OR you have to send the 1st online invoice to them and MAKE SURE they select the box when making a payment that says “Use this billing info for future payments”.

 

2.  With the recurring invoice template you can set the default invoice delivery to SEND LATER.  This will create the invoice and put it in a queue.  Then on whatever day you want to send your invoices, you just go to your invoice list and set filter to SEND LATER and then click batch actions and select SEND TRANSACTIONS.  That will email all the invoices in the queue to the clients.

 

3.  On the date you actually want to charge the customer, you would have to go to each open invoice for them and select receive payment.  It will have their default billing method saved and then you just click OK and it will process the payment and close the invoice.

Resolution for Issue 'I am looking at different accounting software and need to know if QuickBooks can handle our workflow. We have a property management business that charges a monthly fee, plus we pass on the billable services from vendors, if applicable that month. I see Quickbooks can pass a billable item to a customer. This is great. I need the customer to enter their payment information once (and authorization if needed) and then be set to auto bill. I understand that recurring payments are allowed, but only for the same amount monthly. I also understand that I can create a sales receipt instead of an invoice and charge the client on that date from a card on file. These are not exactly what I’m looking for. I’d like to be able to finalize the invoices before the 7th of the month. Then have the invoices sent to the customer (with the billable items attached) on the 10th, then have their card charged 7 days later. Just like a phone bill or utility bill. Is this possible? Thanks!' available: Yes (Solved).
Source: Intuit Community forum.

I am looking at different accounting software and need to know if QuickBooks can handle our workflow. We have a property management business that charges a monthly fee, plus we pass on the billable services from vendors, if applicable that month. I see Quickbooks can pass a billable item to a customer. This is great. I need the customer to enter their payment information once (and authorization if needed) and then be set to auto bill. I understand that recurring payments are allowed, but only for the same amount monthly. I also understand that I can create a sales receipt instead of an invoice and charge the client on that date from a card on file. These are not exactly what I’m looking for. I’d like to be able to finalize the invoices before the 7th of the month. Then have the invoices sent to the customer (with the billable items attached) on the 10th, then have their card charged 7 days later. Just like a phone bill or utility bill. Is this possible? Thanks!: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for Automatic recurring variable billing
Quickbooks Repair Pro will resolve it efficiently and affordably. Guaranteed resolution of your issue, or you pay nothing!

Error Recovery for Automatic recurring variable billing [Canada]
E-Tech is the #1 Quickbooks data migration and Conversion service provider.

Get 50% off Quickbooks Online

Click Here for 50% off!

Additional Support Options: